SAM
Secure Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
+12,184
| New | +$1.23M | 0.23% | 109 |
|
|
2024
Q1 | – | Sell |
-3,266
| Closed | -$327K | – | 245 |
|
|
2023
Q4 | $327K | Sell |
3,266
-2,197
| -40% | -$220K | 0.09% | 164 |
|
|
2023
Q3 | $550K | Sell |
5,463
-1,304
| -19% | -$131K | 0.16% | 117 |
|
|
2023
Q2 | $681K | Buy |
6,767
+1,435
| +27% | +$144K | 0.21% | 102 |
|
|
2023
Q1 | $536K | Buy |
+5,332
| New | +$536K | 0.18% | 110 |
|