Trajan Wealth’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 | $8.3M | Buy |
82,407
+6,568
| +9% | +$661K | 0.41% | 52 |
|
|
2025
Q1 | $7.63M | Sell |
75,839
-33,509
| -31% | -$3.37M | 0.42% | 55 |
|
|
2024
Q4 | $11M | Sell |
109,348
-3,076
| -3% | -$309K | 0.61% | 47 |
|
|
2024
Q3 | $11.3M | Buy |
112,424
+16,320
| +17% | +$1.64M | 0.67% | 41 |
|
|
2024
Q2 | $9.68M | Sell |
96,104
-275
| -0.3% | -$27.7K | 0.62% | 43 |
|
|
2024
Q1 | $9.71M | Buy |
+96,379
| New | +$9.71M | 0.66% | 41 |
|