Semmax Financial Advisors’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 | $406 | Sell |
4
-1
| -20% | -$102 | ﹤0.01% | 387 |
|
|
2025
Q1 | $465 | Hold |
5
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $493 | Hold |
5
| – | – | ﹤0.01% | 318 |
|
|
2024
Q3 | $487 | Hold |
5
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $481 | Sell |
5
-55
| -92% | -$5.29K | ﹤0.01% | 374 |
|
|
2024
Q1 | $6.01K | Sell |
60
-10,699
| -99% | -$1.07M | ﹤0.01% | 237 |
|
|
2023
Q4 | $1.08M | Buy |
10,759
+3,487
| +48% | +$350K | 0.39% | 69 |
|
|
2023
Q3 | $730K | Buy |
+7,272
| New | +$730K | 0.29% | 67 |
|