Rockwood 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 | $251K | Hold |
2,489
| – | – | 0.02% | 90 |
|
|
2025
Q1 | $251K | Hold |
2,489
| – | – | 0.03% | 83 |
|
|
2024
Q4 | $250K | Sell |
2,489
-1,265
| -34% | -$127K | 0.03% | 79 |
|
|
2024
Q3 | $378K | Buy |
+3,754
| New | +$378K | 0.04% | 59 |
|
|
2023
Q3 | – | Sell |
-5,175
| Closed | -$521K | – | 76 |
|
|
2023
Q2 | $521K | Sell |
5,175
-686
| -12% | -$69K | 0.09% | 44 |
|
|
2023
Q1 | $590K | Sell |
5,861
-239
| -4% | -$24K | 0.12% | 39 |
|
|
2022
Q4 | $611K | Buy |
6,100
+125
| +2% | +$12.5K | 0.14% | 37 |
|
|
2022
Q3 | $599K | Buy |
5,975
+2,964
| +98% | +$297K | 0.19% | 32 |
|
|
2022
Q2 | $301K | Buy |
+3,011
| New | +$301K | 0.14% | 52 |
|