SCA
Stuart Chaussee & Associates’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 | $101K | Hold |
1,000
| – | – | 0.02% | 62 |
|
|
2025
Q1 | $101K | Sell |
1,000
-300
| -23% | -$30.2K | 0.03% | 50 |
|
|
2024
Q4 | $130K | Sell |
1,300
-1,464,898
| -100% | -$147M | 0.03% | 48 |
|
|
2024
Q3 | $148M | Buy |
1,466,198
+102,355
| +8% | +$10.3M | 38.77% | 1 |
|
|
2024
Q2 | $137M | Buy |
1,363,843
+1,361,279
| +53,092% | +$137M | 37.81% | 1 |
|
|
2024
Q1 | $258K | Hold |
2,564
| – | – | 0.07% | 26 |
|
|
2023
Q4 | $257K | Sell |
2,564
-1,204,097
| -100% | -$121M | 0.08% | 27 |
|
|
2023
Q3 | $121M | Sell |
1,206,661
-31,279
| -3% | -$3.15M | 40.39% | 1 |
|
|
2023
Q2 | $125M | Buy |
+1,237,940
| New | +$125M | 39.21% | 1 |
|