Roundview Capital’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
$1.89M Buy
18,769
+13,804
+278% +$1.39M 0.13% 152
2025
Q1
$500K Hold
4,965
0.04% 256
2024
Q4
$498K Hold
4,965
0.03% 274
2024
Q3
$500K Hold
4,965
0.04% 269
2024
Q2
$500K Buy
+4,965
New +$500K 0.04% 254