Opes Wealth 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
Q1 | – | Sell |
-2,709
| Closed | -$272K | – | 148 |
|
|
2024
Q4 | $272K | Sell |
2,709
-50
| -2% | -$5.02K | 0.06% | 117 |
|
|
2024
Q3 | $278K | Sell |
2,759
-1,343
| -33% | -$135K | 0.05% | 115 |
|
|
2024
Q2 | $413K | Hold |
4,102
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $413K | Sell |
4,102
-1,393
| -25% | -$140K | 0.1% | 91 |
|
|
2023
Q4 | $551K | Hold |
5,495
| – | – | 0.13% | 75 |
|
|
2023
Q3 | $553K | Sell |
5,495
-480
| -8% | -$48.3K | 0.15% | 75 |
|
|
2023
Q2 | $601K | Hold |
5,975
| – | – | 0.17% | 71 |
|
|
2023
Q1 | $601K | Buy |
+5,975
| New | +$601K | 0.19% | 58 |
|