Signet Financial 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 | $7.53M | Sell |
74,755
-995
| -1% | -$100K | 0.95% | 25 |
|
|
2025
Q1 | $7.63M | Sell |
75,750
-11,685
| -13% | -$1.18M | 1.03% | 24 |
|
|
2024
Q4 | $8.77M | Buy |
87,435
+2,458
| +3% | +$247K | 1.12% | 19 |
|
|
2024
Q3 | $8.56M | Buy |
84,977
+4,037
| +5% | +$407K | 1.09% | 22 |
|
|
2024
Q2 | $8.15M | Buy |
80,940
+6,722
| +9% | +$677K | 1.1% | 22 |
|
|
2024
Q1 | $7.47M | Buy |
74,218
+3,978
| +6% | +$401K | 1.03% | 25 |
|
|
2023
Q4 | $7.04M | Buy |
70,240
+11,434
| +19% | +$1.15M | 1.05% | 19 |
|
|
2023
Q3 | $5.92M | Buy |
58,806
+665
| +1% | +$66.9K | 0.98% | 23 |
|
|
2023
Q2 | $5.85M | Sell |
58,141
-5,506
| -9% | -$554K | 0.93% | 22 |
|
|
2023
Q1 | $6.4M | Buy |
+63,647
| New | +$6.4M | 1.08% | 17 |
|