Simplicity Wealth’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 | $2.35M | Buy |
23,380
+8,231
| +54% | +$829K | 0.1% | 194 |
|
|
2025
Q1 | $1.53M | Sell |
15,149
-2,642
| -15% | -$266K | 0.12% | 189 |
|
|
2024
Q4 | $1.78M | Buy |
17,791
+9,353
| +111% | +$938K | 0.37% | 47 |
|
|
2024
Q3 | $850K | Sell |
8,438
-524,351
| -98% | -$52.8M | 0.08% | 221 |
|
|
2024
Q2 | $53.7M | Sell |
532,789
-94,783
| -15% | -$9.55M | 1.21% | 15 |
|
|
2024
Q1 | $63.2M | Buy |
+627,572
| New | +$63.2M | 1.51% | 12 |
|