Northland Capital 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 | $344K | Buy |
3,420
+420
| +14% | +$42.3K | 0.21% | 30 |
|
|
2025
Q1 | $302K | Buy |
3,000
+1,000
| +50% | +$101K | 0.2% | 30 |
|
|
2024
Q4 | $201K | Hold |
2,000
| – | – | 0.15% | 31 |
|
|
2024
Q3 | $201K | Sell |
2,000
-500
| -20% | -$50.4K | 0.12% | 31 |
|
|
2024
Q2 | $252K | Buy |
+2,500
| New | +$252K | 0.18% | 29 |
|
|
2024
Q1 | – | Sell |
-131,378
| Closed | -$13.2M | – | 32 |
|
|
2023
Q4 | $13.2M | Sell |
131,378
-72,009
| -35% | -$7.22M | 8.81% | 4 |
|
|
2023
Q3 | $20.5M | Buy |
+203,387
| New | +$20.5M | 13.86% | 2 |
|