Treasure Coast Financial Planning’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 | $417K | Hold |
4,140
| – | – | 0.24% | 30 |
|
|
2025
Q1 | $417K | Hold |
4,140
| – | – | 0.26% | 28 |
|
|
2024
Q4 | $415K | Sell |
4,140
-1,352
| -25% | -$136K | 0.27% | 26 |
|
|
2024
Q3 | $553K | Buy |
5,492
+363
| +7% | +$36.6K | 0.34% | 24 |
|
|
2024
Q2 | $517K | Hold |
5,129
| – | – | 0.34% | 24 |
|
|
2024
Q1 | $517K | Sell |
5,129
-2,265
| -31% | -$228K | 0.34% | 24 |
|
|
2023
Q4 | $741K | Buy |
+7,394
| New | +$741K | 0.52% | 23 |
|