Sheridan Capital 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 | $2.02M | Buy |
20,016
+2,173
| +12% | +$219K | 1.39% | 15 |
|
|
2025
Q1 | $1.8M | Buy |
17,843
+505
| +3% | +$50.8K | 1.31% | 16 |
|
|
2024
Q4 | $1.74M | Sell |
17,338
-416
| -2% | -$41.7K | 1.22% | 16 |
|
|
2024
Q3 | $1.79M | Buy |
17,754
+7,351
| +71% | +$740K | 1.26% | 16 |
|
|
2024
Q2 | $1.04M | Buy |
10,403
+5,387
| +107% | +$540K | 0.78% | 20 |
|
|
2024
Q1 | $505K | Buy |
5,016
+2,627
| +110% | +$265K | 0.38% | 20 |
|
|
2023
Q4 | $240K | Buy |
+2,389
| New | +$240K | 0.19% | 22 |
|