Sound Financial Strategies Group’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 | $7M | Buy |
69,560
+5,460
| +9% | +$550K | 5.92% | 3 |
|
|
2025
Q1 | $6.45M | Sell |
64,100
-560
| -0.9% | -$56.4K | 5.76% | 3 |
|
|
2024
Q4 | $6.49M | Sell |
64,660
-3,177
| -5% | -$319K | 5.41% | 4 |
|
|
2024
Q3 | $6.83M | Sell |
67,837
-158,494
| -70% | -$16M | 5.49% | 4 |
|
|
2024
Q2 | $22.8M | Sell |
226,331
-156,500
| -41% | -$15.8M | 19.81% | 1 |
|
|
2024
Q1 | $38.6M | Sell |
382,831
-9,998
| -3% | -$1.01M | 32.06% | 1 |
|
|
2023
Q4 | $39.4M | Sell |
392,829
-246,414
| -39% | -$24.7M | 33.18% | 1 |
|
|
2023
Q3 | $64.4M | Buy |
639,243
+531,824
| +495% | +$53.5M | 53.19% | 1 |
|
|
2023
Q2 | $10.8M | Sell |
107,419
-133,582
| -55% | -$13.4M | 7.9% | 2 |
|
|
2023
Q1 | $24.2M | Buy |
+241,001
| New | +$24.2M | 16.17% | 2 |
|