Salem Investment Counselors’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 | $1.9M | Buy |
18,904
+2,614
| +16% | +$263K | 0.06% | 159 |
|
|
2025
Q1 | $1.64M | Buy |
16,290
+3,936
| +32% | +$396K | 0.06% | 157 |
|
|
2024
Q4 | $1.24M | Sell |
12,354
-167
| -1% | -$16.8K | 0.04% | 181 |
|
|
2024
Q3 | $1.26M | Sell |
12,521
-43
| -0.3% | -$4.33K | 0.04% | 182 |
|
|
2024
Q2 | $1.27M | Buy |
12,564
+7,225
| +135% | +$728K | 0.04% | 181 |
|
|
2024
Q1 | $538K | Buy |
5,339
+60
| +1% | +$6.04K | 0.02% | 259 |
|
|
2023
Q4 | $529K | Hold |
5,279
| – | – | 0.02% | 245 |
|
|
2023
Q3 | $531K | Buy |
5,279
+173
| +3% | +$17.4K | 0.02% | 238 |
|
|
2023
Q2 | $514K | Buy |
5,106
+1,499
| +42% | +$151K | 0.02% | 237 |
|
|
2023
Q1 | $363K | Sell |
3,607
-40
| -1% | -$4.02K | 0.01% | 273 |
|
|
2022
Q4 | $365K | Buy |
+3,647
| New | +$365K | 0.02% | 276 |
|