Successful Portfolios’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 | $2.52M | Sell |
24,983
-2,835
| -10% | -$285K | 1.55% | 15 |
|
|
2025
Q1 | $2.8M | Buy |
27,818
+2,369
| +9% | +$238K | 1.9% | 13 |
|
|
2024
Q4 | $2.55M | Buy |
25,449
+4,206
| +20% | +$422K | 1.71% | 15 |
|
|
2024
Q3 | $2.14M | Buy |
21,243
+5,033
| +31% | +$507K | 1.45% | 16 |
|
|
2024
Q2 | $1.63M | Buy |
16,210
+116
| +0.7% | +$11.7K | 1.14% | 21 |
|
|
2024
Q1 | $1.62M | Buy |
16,094
+6,446
| +67% | +$649K | 1.11% | 23 |
|
|
2023
Q4 | $967K | Buy |
9,648
+3,017
| +45% | +$303K | 0.72% | 34 |
|
|
2023
Q3 | $668K | Buy |
+6,631
| New | +$668K | 0.59% | 44 |
|