Rothschild Investment LLC’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 | $877K | Sell |
8,711
-10,295
| -54% | -$1.04M | 0.06% | 243 |
|
|
2025
Q1 | $1.91M | Sell |
19,006
-5,931
| -24% | -$597K | 0.13% | 149 |
|
|
2024
Q4 | $2.5M | Sell |
24,937
-387
| -2% | -$38.8K | 0.16% | 123 |
|
|
2024
Q3 | $2.55M | Sell |
25,324
-100
| -0.4% | -$10.1K | 0.17% | 123 |
|
|
2024
Q2 | $2.56M | Sell |
25,424
-3,078
| -11% | -$310K | 0.18% | 115 |
|
|
2024
Q1 | $2.87M | Buy |
28,502
+28,120
| +7,361% | +$2.83M | 0.21% | 102 |
|
|
2023
Q4 | $38.3K | Buy |
+382
| New | +$38.3K | ﹤0.01% | 714 |
|