Spire 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
Q2 | $89.6K | Sell |
890
-948
| -52% | -$95.5K | ﹤0.01% | 1016 |
|
|
2025
Q1 | $185K | Buy |
1,838
+1
| +0.1% | +$101 | 0.01% | 838 |
|
|
2024
Q4 | $184K | Sell |
1,837
-46
| -2% | -$4.62K | 0.01% | 846 |
|
|
2024
Q3 | $190K | Sell |
1,883
-309
| -14% | -$31.1K | 0.01% | 738 |
|
|
2024
Q2 | $221K | Buy |
2,192
+31
| +1% | +$3.12K | 0.01% | 696 |
|
|
2024
Q1 | $218K | Sell |
2,161
-444
| -17% | -$44.7K | ﹤0.01% | 744 |
|
|
2023
Q4 | $262K | Buy |
2,605
+24
| +0.9% | +$2.41K | 0.01% | 689 |
|
|
2023
Q3 | $260K | Buy |
2,581
+60
| +2% | +$6.04K | 0.01% | 635 |
|
|
2023
Q2 | $254K | Buy |
2,521
+267
| +12% | +$26.9K | 0.01% | 657 |
|
|
2023
Q1 | $227K | Buy |
2,254
+1,365
| +154% | +$137K | 0.01% | 687 |
|
|
2022
Q4 | $89K | Buy |
+889
| New | +$89K | 0.01% | 789 |
|
|
2022
Q3 | – | Sell |
-859
| Closed | -$86K | – | 2545 |
|
|
2022
Q2 | $86K | Hold |
859
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q1 | $86K | Hold |
859
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q4 | $86K | Buy |
+859
| New | +$86K | ﹤0.01% | 1475 |
|