O'Shaughnessy Asset 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 | $611K | Sell |
6,066
-14,227
| -70% | -$1.43M | ﹤0.01% | 1277 |
|
|
2025
Q1 | $2.04M | Buy |
20,293
+2,431
| +14% | +$245K | 0.02% | 681 |
|
|
2024
Q4 | $1.79M | Buy |
17,862
+17,861
| +1,786,100% | +$1.79M | 0.02% | 691 |
|
|
2024
Q3 | $100 | Buy |
+1
| New | +$100 | ﹤0.01% | 2098 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$56 | – | 2044 |
|
|
2024
Q1 | $56 | Hold |
1
| – | – | ﹤0.01% | 1854 |
|
|
2023
Q4 | $100 | Buy |
+1
| New | +$100 | ﹤0.01% | 1719 |
|