Sound Income Strategies’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 | $154K | Sell |
1,527
-20,122
| -93% | -$2.03M | 0.01% | 322 |
|
|
2025
Q1 | $2.18M | Buy |
21,649
+157
| +0.7% | +$15.8K | 0.13% | 118 |
|
|
2024
Q4 | $2.16M | Buy |
21,492
+9,992
| +87% | +$1M | 0.13% | 115 |
|
|
2024
Q3 | $1.16M | Buy |
+11,500
| New | +$1.16M | 0.07% | 129 |
|
|
2024
Q2 | – | Sell |
-39
| Closed | -$3.93K | – | 1476 |
|
|
2024
Q1 | $3.93K | Buy |
+39
| New | +$3.93K | ﹤0.01% | 946 |
|