Simplicity Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$58.5M Buy
583,689
+79,066
+16% +$7.93M 1.6% 12
2023
Q3
$50.8M Buy
504,623
+59,391
+13% +$5.98M 1.63% 11
2023
Q2
$44.8M Sell
445,232
-2,789
-0.6% -$281K 1.22% 14
2023
Q1
$45.1M Buy
+448,021
New +$45.1M 1.18% 15