Prosperity Wealth 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
Q2 | $1.73M | Sell |
17,182
-4,372
| -20% | -$440K | 0.64% | 31 |
|
|
2025
Q1 | $2.17M | Buy |
21,554
+7,330
| +52% | +$738K | 1.02% | 18 |
|
|
2024
Q4 | $1.43M | Sell |
14,224
-64
| -0.4% | -$6.42K | 0.59% | 28 |
|
|
2024
Q3 | $1.44M | Buy |
14,288
+67
| +0.5% | +$6.75K | 0.58% | 29 |
|
|
2024
Q2 | $1.43M | Sell |
14,221
-20,340
| -59% | -$2.05M | 0.7% | 28 |
|
|
2024
Q1 | $3.48M | Sell |
34,561
-1,165
| -3% | -$117K | 1.65% | 11 |
|
|
2023
Q4 | $3.58M | Buy |
35,726
+1,440
| +4% | +$144K | 2.33% | 8 |
|
|
2023
Q3 | $3.45M | Buy |
34,286
+457
| +1% | +$46K | 2.22% | 8 |
|
|
2023
Q2 | $3.4M | Sell |
33,829
-662
| -2% | -$66.6K | 2.2% | 8 |
|
|
2023
Q1 | $3.47M | Sell |
34,491
-37
| -0.1% | -$3.72K | 2.75% | 8 |
|
|
2022
Q4 | $3.46M | Buy |
+34,528
| New | +$3.46M | 3.26% | 7 |
|