SeaCrest Wealth Management’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 | $373K | Buy |
3,705
+676
| +22% | +$68.1K | 0.04% | 399 |
|
|
2025
Q1 | $305K | Buy |
3,029
+10
| +0.3% | +$1.01K | 0.03% | 472 |
|
|
2024
Q4 | $303K | Buy |
3,019
+27
| +0.9% | +$2.71K | 0.03% | 488 |
|
|
2024
Q3 | $301K | Buy |
2,992
+431
| +17% | +$43.4K | 0.03% | 492 |
|
|
2024
Q2 | $258K | Buy |
2,561
+40
| +2% | +$4.03K | 0.03% | 507 |
|
|
2024
Q1 | $254K | Buy |
2,521
+19
| +0.8% | +$1.91K | 0.03% | 499 |
|
|
2023
Q4 | $251K | Buy |
+2,502
| New | +$251K | 0.03% | 511 |
|