Sanders Morris Harris’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
2024
Q4
Sell
-2,129
Closed -$214K 311
2024
Q3
$214K Hold
2,129
0.04% 251
2024
Q2
$214K Buy
+2,129
New +$214K 0.04% 244
2023
Q4
Sell
-2,815
Closed -$283K 240
2023
Q3
$283K Buy
+2,815
New +$283K 0.06% 198