Steele Capital 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 | $3.49M | Sell |
34,648
-2,898
| -8% | -$292K | 0.17% | 49 |
|
|
2025
Q1 | $3.78M | Buy |
37,546
+25,633
| +215% | +$2.58M | 0.2% | 47 |
|
|
2024
Q4 | $1.2M | Sell |
11,913
-1,701
| -12% | -$171K | 0.06% | 62 |
|
|
2024
Q3 | $1.37M | Buy |
13,614
+2,316
| +20% | +$233K | 0.07% | 57 |
|
|
2024
Q2 | $1.14M | Sell |
11,298
-1,732
| -13% | -$174K | 0.06% | 64 |
|
|
2024
Q1 | $1.31M | Buy |
13,030
+564
| +5% | +$56.8K | 0.08% | 59 |
|
|
2023
Q4 | $1.25M | Buy |
+12,466
| New | +$1.25M | 0.08% | 58 |
|