Retirement Investment Advisors’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 | $352K | Sell |
3,492
-48
| -1% | -$4.83K | 0.03% | 43 |
|
|
2025
Q1 | $356K | Sell |
3,540
-61
| -2% | -$6.14K | 0.04% | 41 |
|
|
2024
Q4 | $361K | Hold |
3,601
| – | – | 0.04% | 41 |
|
|
2024
Q3 | $363K | Hold |
3,601
| – | – | 0.04% | 40 |
|
|
2024
Q2 | $363K | Buy |
+3,601
| New | +$363K | 0.04% | 39 |
|
|
2023
Q4 | $361K | Buy |
+3,601
| New | +$361K | 0.05% | 41 |
|
|
2023
Q2 | – | Sell |
-3,641
| Closed | -$366K | – | 75 |
|
|
2023
Q1 | $366K | Buy |
+3,641
| New | +$366K | 0.07% | 44 |
|