Trek Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
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|
2025
Q1 | $105M | Buy |
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|
2024
Q4 | $20.3M | Buy |
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|
2024
Q3 | $19.4M | Sell |
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|
2024
Q2 | $19.7M | Buy |
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|
2024
Q1 | $8.08M | Sell |
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|
2023
Q4 | $78.8M | Buy |
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|
2023
Q3 | $49.3M | Sell |
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|
2023
Q2 | $57.8M | Buy |
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|
2023
Q1 | $49.5M | Buy |
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|
2022
Q4 | $41.5M | Buy |
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|
2022
Q3 | $40.1M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $15.7M | Sell |
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|
2021
Q4 | $19.5M | Buy |
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