RDA Financial Network’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
$817K Sell
8,110
-1,170
-13% -$118K 0.22% 111
2025
Q1
$934K Sell
9,280
-739
-7% -$74.4K 0.28% 99
2024
Q4
$1.01M Sell
10,019
-5,205
-34% -$522K 0.29% 99
2024
Q3
$1.53M Sell
15,224
-2,451
-14% -$247K 0.48% 64
2024
Q2
$1.78M Sell
17,675
-10,542
-37% -$1.06M 0.58% 46
2024
Q1
$2.84M Sell
28,217
-130
-0.5% -$13.1K 0.97% 27
2023
Q4
$2.84M Buy
28,347
+803
+3% +$80.5K 1.08% 24
2023
Q3
$2.77M Buy
27,544
+214
+0.8% +$21.5K 1.2% 24
2023
Q2
$2.75M Buy
27,330
+9,210
+51% +$927K 1.16% 27
2023
Q1
$1.82M Buy
+18,120
New +$1.82M 0.83% 37