ORG Partners’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 | $894K | Sell |
8,909
-90
| -1% | -$9.04K | 0.19% | 112 |
|
|
2025
Q1 | $903K | Sell |
8,999
-55,236
| -86% | -$5.54M | 0.22% | 85 |
|
|
2024
Q4 | $6.45M | Buy |
64,235
+12,630
| +24% | +$1.27M | 0.88% | 30 |
|
|
2024
Q3 | $5.2M | Sell |
51,605
-31,851
| -38% | -$3.21M | 0.83% | 26 |
|
|
2024
Q2 | $8.38M | Buy |
+83,456
| New | +$8.38M | 1.04% | 15 |
|
|
2024
Q1 | – | Sell |
-81,129
| Closed | -$8.13M | – | 1008 |
|
|
2023
Q4 | $8.13M | Buy |
81,129
+40,985
| +102% | +$4.11M | 1.36% | 16 |
|
|
2023
Q3 | $4.04M | Buy |
40,144
+38,905
| +3,140% | +$3.92M | 1.19% | 13 |
|
|
2023
Q2 | $125K | Buy |
+1,239
| New | +$125K | 0.02% | 468 |
|