Montgomery Investment Management’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 | $8.81M | Buy |
87,500
+41,480
| +90% | +$4.18M | 3.41% | 8 |
|
|
2025
Q1 | $4.63M | Buy |
46,020
+7,880
| +21% | +$793K | 1.84% | 18 |
|
|
2024
Q4 | $3.83M | Buy |
38,140
+22,540
| +144% | +$2.26M | 1.51% | 23 |
|
|
2024
Q3 | $1.57M | Sell |
15,600
-80
| -0.5% | -$8.06K | 0.57% | 34 |
|
|
2024
Q2 | $1.58M | Sell |
15,680
-360
| -2% | -$36.3K | 0.62% | 34 |
|
|
2024
Q1 | $1.62M | Sell |
16,040
-1,580
| -9% | -$159K | 0.62% | 34 |
|
|
2023
Q4 | $1.77M | Sell |
17,620
-1,300
| -7% | -$130K | 0.54% | 37 |
|
|
2023
Q3 | $1.9M | Buy |
+18,920
| New | +$1.9M | 0.66% | 33 |
|