MONECO Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.3M | Buy |
608,670
+70,973
| +13% | +$7.15M | 5.7% | 1 |
|
|
2025
Q1 | $54.1M | Buy |
537,697
+12,421
| +2% | +$1.25M | 5.6% | 1 |
|
|
2024
Q4 | $52.7M | Buy |
525,276
+328,542
| +167% | +$33M | 5.56% | 1 |
|
|
2024
Q3 | $19.8M | Buy |
196,734
+184,465
| +1,504% | +$18.6M | 2.47% | 3 |
|
|
2024
Q2 | $1.24M | Sell |
12,269
-513
| -4% | -$51.7K | 0.18% | 126 |
|
|
2024
Q1 | $1.29M | Buy |
+12,782
| New | +$1.29M | 0.2% | 120 |
|