Sunbelt Securities’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 | $264K | Buy |
2,628
+142
| +6% | +$14.2K | 0.02% | 516 |
|
|
2025
Q1 | $250K | Sell |
2,486
-142
| -5% | -$14.3K | 0.02% | 510 |
|
|
2024
Q4 | $264K | Sell |
2,628
-1,199
| -31% | -$120K | 0.02% | 517 |
|
|
2024
Q3 | $385K | Sell |
3,827
-330
| -8% | -$33.2K | 0.04% | 417 |
|
|
2024
Q2 | $419K | Buy |
4,157
+2,240
| +117% | +$226K | 0.04% | 376 |
|
|
2024
Q1 | $193K | Sell |
1,917
-145
| -7% | -$14.6K | 0.02% | 543 |
|
|
2023
Q4 | $207K | Sell |
2,062
-1,412
| -41% | -$142K | 0.03% | 478 |
|
|
2023
Q3 | $350K | Buy |
3,474
+2,799
| +415% | +$282K | 0.05% | 365 |
|
|
2023
Q2 | $67.9K | Sell |
675
-950
| -58% | -$95.5K | 0.01% | 729 |
|
|
2023
Q1 | $163K | Sell |
1,625
-1,558
| -49% | -$157K | 0.03% | 472 |
|
|
2022
Q4 | $319K | Buy |
+3,183
| New | +$319K | 0.06% | 334 |
|