Regency 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 | $551K | Sell |
5,472
-11,325
| -67% | -$1.14M | 0.29% | 47 |
|
|
2025
Q1 | $1.69M | Buy |
16,797
+788
| +5% | +$79.3K | 1.01% | 26 |
|
|
2024
Q4 | $1.61M | Buy |
16,009
+1,377
| +9% | +$138K | 0.87% | 29 |
|
|
2024
Q3 | $1.47M | Sell |
14,632
-7,061
| -33% | -$711K | 0.81% | 29 |
|
|
2024
Q2 | $2.18M | Buy |
21,693
+18,963
| +695% | +$1.91M | 1.41% | 24 |
|
|
2024
Q1 | $275K | Buy |
+2,730
| New | +$275K | 0.18% | 46 |
|