SIM
Studio 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 | $6.5M | Sell |
64,586
-6,486
| -9% | -$653K | 1.31% | 16 |
|
|
2025
Q1 | $7.15M | Buy |
71,072
+10,604
| +18% | +$1.07M | 1.48% | 14 |
|
|
2024
Q4 | $6.07M | Sell |
60,468
-3,810
| -6% | -$382K | 1.29% | 19 |
|
|
2024
Q3 | $6.47M | Sell |
64,278
-3,059
| -5% | -$308K | 1.36% | 18 |
|
|
2024
Q2 | $6.78M | Buy |
67,337
+18,356
| +37% | +$1.85M | 1.54% | 15 |
|
|
2024
Q1 | $4.93M | Buy |
48,981
+10,747
| +28% | +$1.08M | 1.17% | 22 |
|
|
2023
Q4 | $3.83M | Buy |
38,234
+2,079
| +6% | +$208K | 0.98% | 31 |
|
|
2023
Q3 | $3.64M | Buy |
36,155
+11,412
| +46% | +$1.15M | 1.02% | 26 |
|
|
2023
Q2 | $2.49M | Buy |
24,743
+24,187
| +4,350% | +$2.43M | 0.7% | 39 |
|
|
2023
Q1 | $55.9K | Buy |
+556
| New | +$55.9K | 0.02% | 149 |
|