Sigma Planning Corp’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 | $6.72M | Buy |
66,769
+4,530
| +7% | +$456K | 0.2% | 89 |
|
|
2025
Q1 | $6.27M | Sell |
62,239
-641
| -1% | -$64.5K | 0.2% | 93 |
|
|
2024
Q4 | $6.31M | Sell |
62,880
-7,866
| -11% | -$789K | 0.2% | 93 |
|
|
2024
Q3 | $7.13M | Buy |
70,746
+1,691
| +2% | +$170K | 0.22% | 90 |
|
|
2024
Q2 | $6.95M | Buy |
69,055
+37,281
| +117% | +$3.75M | 0.22% | 85 |
|
|
2024
Q1 | $3.2M | Buy |
31,774
+16,301
| +105% | +$1.64M | 0.1% | 207 |
|
|
2023
Q4 | $1.55M | Sell |
15,473
-25,925
| -63% | -$2.6M | 0.12% | 181 |
|
|
2023
Q3 | $4.17M | Buy |
41,398
+13,629
| +49% | +$1.37M | 0.16% | 132 |
|
|
2023
Q2 | $2.79M | Sell |
27,769
-46,816
| -63% | -$4.71M | 0.1% | 222 |
|
|
2023
Q1 | $7.5M | Buy |
+74,585
| New | +$7.5M | 0.25% | 83 |
|