Oppenheimer & Co’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 | $2.06M | Sell |
20,479
-4,167
| -17% | -$420K | 0.03% | 567 |
|
|
2025
Q1 | $2.48M | Buy |
24,646
+21,210
| +617% | +$2.14M | 0.04% | 486 |
|
|
2024
Q4 | $345K | Sell |
3,436
-1,196
| -26% | -$120K | 0.01% | 1202 |
|
|
2024
Q3 | $467K | Sell |
4,632
-13,038
| -74% | -$1.31M | 0.01% | 1059 |
|
|
2024
Q2 | $1.78M | Buy |
17,670
+3,634
| +26% | +$366K | 0.03% | 569 |
|
|
2024
Q1 | $1.41M | Sell |
14,036
-26,541
| -65% | -$2.67M | 0.02% | 620 |
|
|
2023
Q4 | $4.07M | Buy |
40,577
+24,335
| +150% | +$2.44M | 0.07% | 306 |
|
|
2023
Q3 | $1.64M | Sell |
16,242
-366
| -2% | -$36.8K | 0.03% | 517 |
|
|
2023
Q2 | $1.67M | Buy |
16,608
+1,277
| +8% | +$129K | 0.03% | 521 |
|
|
2023
Q1 | $1.54M | Buy |
15,331
+1,943
| +15% | +$195K | 0.03% | 536 |
|
|
2022
Q4 | $1.34M | Sell |
13,388
-2,988
| -18% | -$299K | 0.03% | 558 |
|
|
2022
Q3 | $1.64M | Buy |
16,376
+6,738
| +70% | +$676K | 0.04% | 491 |
|
|
2022
Q2 | $965K | Buy |
9,638
+298
| +3% | +$29.8K | 0.02% | 700 |
|
|
2022
Q1 | $934K | Buy |
+9,340
| New | +$934K | 0.02% | 762 |
|