Portland Global Advisors’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 | $3.39M | Buy |
33,665
+1,957
| +6% | +$197K | 0.4% | 47 |
|
|
2025
Q1 | $3.19M | Sell |
31,708
-1,063
| -3% | -$107K | 0.4% | 47 |
|
|
2024
Q4 | $3.29M | Sell |
32,771
-26,112
| -44% | -$2.62M | 0.42% | 48 |
|
|
2024
Q3 | $5.93M | Buy |
58,883
+24,561
| +72% | +$2.47M | 0.75% | 41 |
|
|
2024
Q2 | $3.46M | Buy |
34,322
+10,207
| +42% | +$1.03M | 0.47% | 49 |
|
|
2024
Q1 | $2.43M | Buy |
24,115
+21,615
| +865% | +$2.18M | 0.33% | 50 |
|
|
2023
Q4 | $251K | Buy |
+2,500
| New | +$251K | 0.04% | 118 |
|