Principal Securities’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 | $2.97M | Sell |
29,457
-12,210
| -29% | -$1.23M | 0.06% | 306 |
|
|
2025
Q1 | $4.18M | Hold |
41,667
| – | – | 0.09% | 213 |
|
|
2024
Q4 | $4.18M | Buy |
41,667
+8,234
| +25% | +$826K | 0.09% | 211 |
|
|
2024
Q3 | $3.37M | Buy |
33,433
+11,325
| +51% | +$1.14M | 0.08% | 233 |
|
|
2024
Q2 | $2.23M | Buy |
22,108
+1,390
| +7% | +$140K | 0.06% | 279 |
|
|
2024
Q1 | $2.09M | Buy |
20,718
+5,804
| +39% | +$585K | 0.07% | 268 |
|
|
2023
Q4 | $1.5M | Buy |
+14,914
| New | +$1.5M | 0.06% | 311 |
|