Stonebridge Financial Planning Group’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 | $201K | Hold |
2,000
| – | – | 0.08% | 165 |
|
|
2025
Q1 | $201K | Hold |
2,000
| – | – | 0.09% | 161 |
|
|
2024
Q4 | $201K | Hold |
2,000
| – | – | 0.09% | 158 |
|
|
2024
Q3 | $201K | Sell |
2,000
-1,800
| -47% | -$181K | 0.1% | 157 |
|
|
2024
Q2 | $383K | Sell |
3,800
-600
| -14% | -$60.4K | 0.19% | 117 |
|
|
2024
Q1 | $443K | Hold |
4,400
| – | – | 0.23% | 107 |
|
|
2023
Q4 | $441K | Buy |
4,400
+350
| +9% | +$35.1K | 0.25% | 99 |
|
|
2023
Q3 | $408K | Buy |
+4,050
| New | +$408K | 0.26% | 97 |
|