Robertson Stephens Wealth 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 | $15.6M | Buy |
155,404
+11,459
| +8% | +$1.15M | 0.5% | 40 |
|
|
2025
Q1 | $14.5M | Buy |
143,945
+105,029
| +270% | +$10.6M | 0.5% | 38 |
|
|
2024
Q4 | $3.9M | Buy |
38,916
+17,013
| +78% | +$1.71M | 0.14% | 135 |
|
|
2024
Q3 | $2.21M | Sell |
21,903
-29,537
| -57% | -$2.98M | 0.08% | 184 |
|
|
2024
Q2 | $5.18M | Buy |
51,440
+26,131
| +103% | +$2.63M | 0.26% | 68 |
|
|
2024
Q1 | $2.55M | Sell |
25,309
-42,279
| -63% | -$4.26M | 0.14% | 129 |
|
|
2023
Q4 | $6.78M | Buy |
67,588
+11,367
| +20% | +$1.14M | 0.41% | 43 |
|
|
2023
Q3 | $5.66M | Sell |
56,221
-334
| -0.6% | -$33.6K | 0.38% | 56 |
|
|
2023
Q2 | $5.69M | Buy |
56,555
+1,851
| +3% | +$186K | 0.4% | 55 |
|
|
2023
Q1 | $5.5M | Sell |
54,704
-5,532
| -9% | -$556K | 0.42% | 45 |
|
|
2022
Q4 | $6.03M | Buy |
+60,236
| New | +$6.03M | 0.59% | 39 |
|