Root Financial Partners’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 | $3M | Sell |
29,832
-10,463
| -26% | -$1.05M | 0.29% | 34 |
|
|
2025
Q1 | $4.06M | Sell |
40,295
-5,165
| -11% | -$520K | 0.43% | 28 |
|
|
2024
Q4 | $4.56M | Buy |
45,460
+16,490
| +57% | +$1.65M | 0.57% | 20 |
|
|
2024
Q3 | $2.92M | Buy |
28,970
+5,967
| +26% | +$601K | 0.47% | 23 |
|
|
2024
Q2 | $2.32M | Buy |
23,003
+655
| +3% | +$66K | 0.54% | 23 |
|
|
2024
Q1 | $2.25M | Buy |
22,348
+5,315
| +31% | +$535K | 0.67% | 21 |
|
|
2023
Q4 | $1.71M | Buy |
17,033
+5,535
| +48% | +$555K | 0.64% | 20 |
|
|
2023
Q3 | $1.16M | Sell |
11,498
-212
| -2% | -$21.3K | 0.61% | 23 |
|
|
2023
Q2 | $1.18M | Buy |
+11,710
| New | +$1.18M | 0.7% | 21 |
|