Spartan Planning & Wealth Management’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
Q1 | – | Sell |
-7,808
| Closed | -$783K | – | 81 |
|
|
2024
Q4 | $783K | Buy |
+7,808
| New | +$783K | 0.72% | 31 |
|
|
2023
Q4 | – | Sell |
-36,752
| Closed | -$3.7M | – | 199 |
|
|
2023
Q3 | $3.7M | Buy |
+36,752
| New | +$3.7M | 4.34% | 5 |
|
|
2022
Q4 | $9.88M | Buy |
98,650
+27,186
| +38% | +$2.72M | 12.31% | 2 |
|
|
2022
Q3 | $7.17M | Buy |
+71,464
| New | +$7.17M | 9.38% | 4 |
|