Sightline Wealth 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 | $227K | Buy |
2,255
+195
| +9% | +$19.6K | 0.11% | 76 |
|
|
2025
Q1 | $207K | Buy |
2,060
+14
| +0.7% | +$1.41K | 0.11% | 75 |
|
|
2024
Q4 | $205K | Buy |
2,046
+32
| +2% | +$3.21K | 0.11% | 82 |
|
|
2024
Q3 | $203K | Sell |
2,014
-201
| -9% | -$20.2K | 0.11% | 78 |
|
|
2024
Q2 | $223K | Buy |
+2,215
| New | +$223K | 0.14% | 70 |
|
|
2024
Q1 | – | Sell |
-2,240
| Closed | -$225K | – | 77 |
|
|
2023
Q4 | $225K | Buy |
+2,240
| New | +$225K | 0.17% | 63 |
|