Polen Capital 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 | $501K | Sell |
4,972
-18,327
| -79% | -$1.85M | ﹤0.01% | 193 |
|
|
2025
Q1 | $2.35M | Buy |
23,299
+17,730
| +318% | +$1.78M | 0.01% | 82 |
|
|
2024
Q4 | $559K | Sell |
5,569
-12,957
| -70% | -$1.3M | ﹤0.01% | 120 |
|
|
2024
Q3 | $1.87M | Buy |
18,526
+8,192
| +79% | +$825K | ﹤0.01% | 91 |
|
|
2024
Q2 | $1.04M | Buy |
10,334
+6,859
| +197% | +$691K | ﹤0.01% | 100 |
|
|
2024
Q1 | $350K | Sell |
3,475
-1,530
| -31% | -$154K | ﹤0.01% | 103 |
|
|
2023
Q4 | $67.9M | Buy |
+5,005
| New | +$67.9M | 0.16% | 41 |
|