Parkside Financial Bank & Trust’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 | $2.94M | Buy |
29,240
+9,274
| +46% | +$934K | 0.32% | 63 |
|
|
2025
Q1 | $2.01M | Sell |
19,966
-18,140
| -48% | -$1.83M | 0.26% | 76 |
|
|
2024
Q4 | $3.82M | Sell |
38,106
-13,147
| -26% | -$1.32M | 0.5% | 38 |
|
|
2024
Q3 | $5.16M | Sell |
51,253
-22,572
| -31% | -$2.27M | 0.72% | 24 |
|
|
2024
Q2 | $7.43M | Buy |
73,825
+2,579
| +4% | +$260K | 1.16% | 18 |
|
|
2024
Q1 | $7.18M | Buy |
71,246
+21,613
| +44% | +$2.18M | 1.15% | 18 |
|
|
2023
Q4 | $4.98M | Buy |
49,633
+35,893
| +261% | +$3.6M | 0.9% | 17 |
|
|
2023
Q3 | $1.38M | Buy |
+13,740
| New | +$1.38M | 0.32% | 58 |
|