Prosperity Planning’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 | – | Hold |
0
| – | -$1.32M | – | 50 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.49M | – | 46 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.32M | – | 43 |
|
|
2024
Q3 | – | Sell |
-10,617
| Closed | -$1.07M | – | 45 |
|
|
2024
Q2 | $1.07M | Buy |
+10,617
| New | +$1.07M | 0.37% | 47 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.23M | – | 63 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.43M | – | 42 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.93M | – | 37 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.27M | – | 29 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 27 |
|