Transform 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
Q1 | $60.6M | Sell |
601,611
-190
| -0% | -$19.1K | 3.67% | 3 |
|
|
2024
Q4 | $60.4M | Buy |
601,801
+598,451
| +17,864% | +$60M | 3.35% | 4 |
|
|
2024
Q3 | $337K | Sell |
3,350
-100
| -3% | -$10.1K | 0.02% | 175 |
|
|
2024
Q2 | $347K | Buy |
+3,450
| New | +$347K | 0.03% | 170 |
|
|
2023
Q4 | – | Sell |
-6,176
| Closed | -$622K | – | 253 |
|
|
2023
Q3 | $622K | Sell |
6,176
-104,443
| -94% | -$10.5M | 0.07% | 153 |
|
|
2023
Q2 | $11.1M | Sell |
110,619
-151,820
| -58% | -$15.3M | 1% | 27 |
|
|
2023
Q1 | $26.4M | Buy |
+262,439
| New | +$26.4M | 2.49% | 4 |
|