Silver Oak Securities’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 | $1.14M | Buy |
11,319
+304
| +3% | +$30.6K | 0.09% | 232 |
|
|
2025
Q1 | $1.11M | Buy |
11,015
+4,400
| +67% | +$443K | 0.1% | 212 |
|
|
2024
Q4 | $663K | Buy |
+6,615
| New | +$663K | 0.06% | 317 |
|
|
2023
Q4 | – | Sell |
-7,404
| Closed | -$745K | – | 533 |
|
|
2023
Q3 | $745K | Sell |
7,404
-7,509
| -50% | -$756K | 0.16% | 120 |
|
|
2023
Q2 | $1.5M | Buy |
14,913
+12,718
| +579% | +$1.28M | 0.24% | 90 |
|
|
2023
Q1 | $223K | Buy |
2,195
+104
| +5% | +$10.6K | 0.04% | 352 |
|
|
2022
Q4 | $209K | Sell |
2,091
-5,313
| -72% | -$531K | 0.04% | 278 |
|
|
2022
Q3 | $745K | Buy |
+7,404
| New | +$745K | 0.16% | 120 |
|