Telemus Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $15.8M | Sell |
157,589
-2,648
| -2% | -$266K | 1.3% | 18 |
|
2023
Q3 | $16.1M | Sell |
160,237
-9,178
| -5% | -$924K | 1.49% | 16 |
|
2023
Q2 | $17M | Sell |
169,415
-14,481
| -8% | -$1.46M | 1.44% | 16 |
|
2023
Q1 | $18.5M | Sell |
183,896
-11,479
| -6% | -$1.15M | 1.63% | 15 |
|
2022
Q4 | $19.6M | Sell |
195,375
-11,517
| -6% | -$1.15M | 1.79% | 15 |
|
2022
Q3 | $20.7M | Buy |
206,892
+118,021
| +133% | +$11.8M | 2.13% | 9 |
|
2022
Q2 | $8.9M | Sell |
88,871
-92,661
| -51% | -$9.28M | 0.86% | 26 |
|
2022
Q1 | $18.2M | Buy |
+181,532
| New | +$18.2M | 1.58% | 13 |
|