Retirement Planning Group (Kansas)’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 | $838K | Sell |
8,320
-2,271
| -21% | -$229K | 0.04% | 166 |
|
|
2025
Q1 | $1.07M | Buy |
+10,591
| New | +$1.07M | 0.05% | 124 |
|
|
2024
Q3 | – | Sell |
-13,976
| Closed | -$1.41M | – | 279 |
|
|
2024
Q2 | $1.41M | Hold |
13,976
| – | – | 0.09% | 83 |
|
|
2024
Q1 | $1.41M | Hold |
13,976
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $1.4M | Buy |
+13,976
| New | +$1.4M | 0.13% | 59 |
|