Owen LaRue’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
$23.4M Sell
232,835
-18,590
-7% -$1.87M 9.97% 1
2025
Q1
$25.3M Buy
251,425
+52,789
+27% +$5.31M 12.61% 1
2024
Q4
$19.9M Buy
198,636
+170,944
+617% +$17.1M 10.41% 1
2024
Q3
$2.79M Buy
27,692
+20,948
+311% +$2.11M 1.48% 21
2024
Q2
$679K Buy
6,744
+414
+7% +$41.7K 0.42% 48
2024
Q1
$637K Buy
+6,330
New +$637K 0.4% 42