Summit Wealth Partners’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 | $202K | Sell |
2,004
-189
| -9% | -$19K | 0.04% | 213 |
|
|
2025
Q1 | $221K | Sell |
2,193
-249
| -10% | -$25.1K | 0.04% | 196 |
|
|
2024
Q4 | $245K | Buy |
2,442
+438
| +22% | +$43.9K | 0.05% | 182 |
|
|
2024
Q3 | $202K | Buy |
+2,004
| New | +$202K | 0.04% | 232 |
|
|
2024
Q1 | – | Sell |
-2,810
| Closed | -$282K | – | 227 |
|
|
2023
Q4 | $282K | Buy |
+2,810
| New | +$282K | 0.07% | 166 |
|