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