Second Half Financial Partners’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
Q1 | – | Sell |
-4,513
| Closed | -$453K | – | 98 |
|
|
2024
Q4 | $453K | Sell |
4,513
-1,515
| -25% | -$152K | 0.22% | 56 |
|
|
2024
Q3 | $607K | Buy |
6,028
+3,845
| +176% | +$387K | 0.32% | 52 |
|
|
2024
Q2 | $220K | Buy |
+2,183
| New | +$220K | 0.18% | 35 |
|
|
2023
Q3 | – | Sell |
-20,543
| Closed | -$2.07M | – | 120 |
|
|
2023
Q2 | $2.07M | Buy |
+20,543
| New | +$2.07M | 0.47% | 65 |
|