Prospera Financial Services’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 | $2.33M | Buy |
23,111
+20,146
| +679% | +$2.03M | 0.04% | 424 |
|
|
2025
Q1 | $298K | Sell |
2,965
-297
| -9% | -$29.9K | 0.01% | 989 |
|
|
2024
Q4 | $327K | Sell |
3,262
-249
| -7% | -$25K | 0.01% | 895 |
|
|
2024
Q3 | $354K | Sell |
3,511
-303
| -8% | -$30.5K | 0.01% | 858 |
|
|
2024
Q2 | $384K | Sell |
3,814
-521
| -12% | -$52.5K | 0.01% | 815 |
|
|
2024
Q1 | $437K | Buy |
4,335
+720
| +20% | +$72.5K | 0.01% | 749 |
|
|
2023
Q4 | $362K | Sell |
3,615
-328
| -8% | -$32.9K | 0.01% | 770 |
|
|
2023
Q3 | $397K | Buy |
3,943
+1,343
| +52% | +$135K | 0.02% | 689 |
|
|
2023
Q2 | $262K | Buy |
+2,600
| New | +$262K | 0.01% | 862 |
|