Salomon & Ludwin’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
$1.17M Sell
11,671
-2,564
-18% -$257K 0.12% 77
2025
Q1
$1.43M Sell
14,235
-80
-0.6% -$8.05K 0.15% 69
2024
Q4
$1.44M Sell
14,315
-4
-0% -$401 0.15% 67
2024
Q3
$1.44M Sell
14,319
-1,658
-10% -$167K 0.15% 69
2024
Q2
$1.61M Sell
15,977
-8,341
-34% -$840K 0.18% 69
2024
Q1
$2.45M Sell
24,318
-1,256
-5% -$126K 0.21% 65
2023
Q4
$2.58M Hold
25,574
0.27% 58
2023
Q3
$2.58M Buy
25,574
+3,331
+15% +$337K 0.27% 58
2023
Q2
$2.24M Buy
22,243
+1,135
+5% +$114K 0.24% 56
2023
Q1
$2.12M Sell
21,108
-316
-1% -$31.8K 0.25% 54
2022
Q4
$2.15M Buy
+21,424
New +$2.15M 0.27% 57