Prelude 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
Q1
Sell
-25,000
Closed -$2.51M 1349
2024
Q4
$2.51M Hold
25,000
0.16% 112
2024
Q3
$2.52M Hold
25,000
0.15% 144
2024
Q2
$2.52M Hold
25,000
0.17% 134
2024
Q1
$2.52M Hold
25,000
0.13% 167
2023
Q4
$2.51M Hold
25,000
0.17% 121
2023
Q3
$2.52M Hold
25,000
0.16% 122
2023
Q2
$2.52M Buy
+25,000
New +$2.52M 0.16% 137