Oak Harvest Investment Services’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 | $2.07M | Sell |
20,550
-1,184
| -5% | -$119K | 0.26% | 95 |
|
|
2025
Q1 | $2.19M | Buy |
21,734
+3,056
| +16% | +$308K | 0.31% | 82 |
|
|
2024
Q4 | $1.87M | Buy |
18,678
+4,557
| +32% | +$457K | 0.26% | 87 |
|
|
2024
Q3 | $1.42M | Buy |
14,121
+3,211
| +29% | +$323K | 0.2% | 87 |
|
|
2024
Q2 | $1.1M | Buy |
10,910
+1,944
| +22% | +$196K | 0.17% | 85 |
|
|
2024
Q1 | $903K | Buy |
8,966
+1,522
| +20% | +$153K | 0.15% | 86 |
|
|
2023
Q4 | $746K | Buy |
7,444
+3,154
| +74% | +$316K | 0.15% | 85 |
|
|
2023
Q3 | $432K | Buy |
+4,290
| New | +$432K | 0.09% | 89 |
|