RCS
Retirement Capital Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
12,258
-82,348
| -87% | -$8.29M | 0.49% | 37 |
|
|
2025
Q1 | $9.52M | Sell |
94,606
-25,393
| -21% | -$2.56M | 3.72% | 7 |
|
|
2024
Q4 | $12M | Buy |
119,999
+116,130
| +3,002% | +$11.7M | 4.56% | 6 |
|
|
2024
Q3 | $390K | Sell |
3,869
-193,001
| -98% | -$19.4M | 0.15% | 51 |
|
|
2024
Q2 | $19.8M | Buy |
196,870
+194,864
| +9,714% | +$19.6M | 7.95% | 3 |
|
|
2024
Q1 | $202K | Sell |
2,006
-1,333
| -40% | -$134K | 0.08% | 68 |
|
|
2023
Q4 | $335K | Sell |
3,339
-134,492
| -98% | -$13.5M | 0.15% | 62 |
|
|
2023
Q3 | $13.9M | Buy |
137,831
+96,351
| +232% | +$9.7M | 6.5% | 4 |
|
|
2023
Q2 | $4.17M | Sell |
41,480
-230,228
| -85% | -$23.2M | 1.92% | 14 |
|
|
2023
Q1 | $27.3M | Buy |
271,708
+226,137
| +496% | +$22.7M | 13.28% | 2 |
|
|
2022
Q4 | $4.56M | Buy |
45,571
+43,067
| +1,720% | +$4.31M | 2.24% | 12 |
|
|
2022
Q3 | $251K | Sell |
2,504
-34,441
| -93% | -$3.45M | 0.11% | 45 |
|
|
2022
Q2 | $3.7M | Buy |
+36,945
| New | +$3.7M | 1.66% | 17 |
|
|
2022
Q1 | – | Sell |
-2,783
| Closed | -$278K | – | 80 |
|
|
2021
Q4 | $278K | Buy |
+2,783
| New | +$278K | 0.1% | 66 |
|