SIM
SSI Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
9,355
+2,768
| +42% | +$279K | 0.07% | 182 |
|
|
2025
Q1 | $663K | Hold |
6,587
| – | – | 0.05% | 188 |
|
|
2024
Q4 | $661K | Hold |
6,587
| – | – | 0.05% | 192 |
|
|
2024
Q3 | $663K | Buy |
6,587
+158
| +2% | +$15.9K | 0.05% | 194 |
|
|
2024
Q2 | $647K | Sell |
6,429
-56,181
| -90% | -$5.66M | 0.05% | 180 |
|
|
2024
Q1 | $6.31M | Buy |
+62,610
| New | +$6.31M | 0.48% | 71 |
|