Symphony Financial’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
Q1 | – | Sell |
-2,488
| Closed | -$250K | – | 192 |
|
|
2024
Q4 | $250K | Sell |
2,488
-65
| -3% | -$6.54K | 0.04% | 194 |
|
|
2024
Q3 | $257K | Buy |
2,553
+1
| +0% | +$101 | 0.04% | 194 |
|
|
2024
Q2 | $257K | Buy |
2,552
+1
| +0% | +$101 | 0.05% | 182 |
|
|
2024
Q1 | $257K | Hold |
2,551
| – | – | 0.06% | 159 |
|
|
2023
Q4 | $256K | Buy |
+2,551
| New | +$256K | 0.06% | 174 |
|