Quadcap 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
$222K Buy
2,203
+44
+2% +$4.43K 0.03% 356
2025
Q1
$217K Sell
2,159
-3,662
-63% -$369K 0.03% 350
2024
Q4
$584K Sell
5,821
-62
-1% -$6.22K 0.09% 217
2024
Q3
$593K Sell
5,883
-6,093
-51% -$614K 0.09% 224
2024
Q2
$1.21M Buy
11,976
+7,267
+154% +$732K 0.22% 101
2024
Q1
$474K Sell
4,709
-861
-15% -$86.7K 0.11% 213
2023
Q4
$559K Buy
+5,570
New +$559K 0.14% 188