Quantum Capital Management (New Jersey)’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 | $200K | Sell |
1,990
-832
| -29% | -$83.8K | 0.02% | 27 |
|
|
2025
Q1 | $284K | Sell |
2,822
-1,047
| -27% | -$105K | 0.03% | 25 |
|
|
2024
Q4 | $388K | Buy |
3,869
+731
| +23% | +$73.3K | 0.04% | 24 |
|
|
2024
Q3 | $316K | Buy |
3,138
+707
| +29% | +$71.2K | 0.03% | 26 |
|
|
2024
Q2 | $245K | Sell |
2,431
-930
| -28% | -$93.7K | 0.03% | 25 |
|
|
2024
Q1 | $338K | Buy |
3,361
+1,565
| +87% | +$158K | 0.04% | 25 |
|
|
2023
Q4 | $180K | Sell |
1,796
-531
| -23% | -$53.2K | 0.02% | 29 |
|
|
2023
Q3 | $234K | Buy |
+2,327
| New | +$234K | 0.03% | 24 |
|