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