Strategic Financial Concepts’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 | $4.74M | Sell |
46,846
-169
| -0.4% | -$17.1K | 0.67% | 27 |
|
|
2025
Q1 | $4.73M | Buy |
47,015
+11,153
| +31% | +$1.12M | 0.89% | 29 |
|
|
2024
Q4 | $3.6M | Buy |
35,862
+5,366
| +18% | +$538K | 0.69% | 32 |
|
|
2024
Q3 | $3.07M | Sell |
30,496
-4,040,006
| -99% | -$407M | 0.98% | 25 |
|
|
2024
Q2 | $1.18M | Buy |
4,070,502
+4,013,707
| +7,067% | +$1.17M | 0.69% | 44 |
|
|
2024
Q1 | $5.72M | Buy |
56,795
+49,823
| +715% | +$5.02M | 1.38% | 14 |
|
|
2023
Q4 | $699K | Sell |
6,972
-5,710
| -45% | -$573K | 0.41% | 63 |
|
|
2023
Q3 | $1.28M | Sell |
12,682
-544
| -4% | -$54.8K | 0.43% | 63 |
|
|
2023
Q2 | $1.33M | Sell |
13,226
-2,407
| -15% | -$242K | 0.49% | 59 |
|
|
2023
Q1 | $1.57M | Buy |
+15,633
| New | +$1.57M | 0.63% | 41 |
|