Raleigh Capital 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 | – | Hold |
0
| – | -$44 | – | 605 |
|
2025
Q1 | – | Sell |
-16,815
| Closed | -$1.69M | – | 546 |
|
2024
Q4 | $1.69M | Buy |
16,815
+16,814
| +1,681,400% | +$1.69M | 0.65% | 40 |
|
2024
Q3 | $87 | Hold |
1
| – | – | ﹤0.01% | 979 |
|
2024
Q2 | $93 | Sell |
1
-1,068
| -100% | -$99.3K | ﹤0.01% | 972 |
|
2024
Q1 | $108K | Sell |
1,069
-3,249
| -75% | -$327K | 0.05% | 236 |
|
2023
Q4 | $433K | Sell |
4,318
-12,972
| -75% | -$1.3M | 0.2% | 120 |
|
2023
Q3 | $1.74M | Buy |
+17,290
| New | +$1.74M | 0.89% | 32 |
|
2023
Q2 | – | Sell |
-52
| Closed | -$5.23K | – | 908 |
|
2023
Q1 | $5.23K | Sell |
52
-13,498
| -100% | -$1.36M | ﹤0.01% | 608 |
|
2022
Q4 | $1.36M | Buy |
+13,550
| New | +$1.36M | 0.71% | 44 |
|
2022
Q3 | – | Sell |
-2,766
| Closed | -$277K | – | 846 |
|
2022
Q2 | $277K | Buy |
+2,766
| New | +$277K | 0.16% | 141 |
|