RFP Financial Group’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
2024
Q4
Sell
-2,285
Closed -$230K 118
2024
Q3
$230K Sell
2,285
-3,878
-63% -$391K 0.08% 86
2024
Q2
$621K Sell
6,163
-18,829
-75% -$1.9M 0.23% 56
2024
Q1
$2.52M Buy
24,992
+19,992
+400% +$2.01M 0.98% 18
2023
Q4
$501K Buy
+5,000
New +$501K 0.21% 58