Trilogy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,017
| Closed | -$403K | – | 344 |
|
|
2024
Q4 | $403K | Sell |
4,017
-157
| -4% | -$15.8K | 0.02% | 249 |
|
|
2024
Q3 | $420K | Buy |
4,174
+38
| +0.9% | +$3.83K | 0.02% | 243 |
|
|
2024
Q2 | $417K | Sell |
4,136
-4,573
| -53% | -$461K | 0.02% | 229 |
|
|
2024
Q1 | $877K | Buy |
8,709
+5,486
| +170% | +$552K | 0.05% | 157 |
|
|
2023
Q4 | $323K | Sell |
3,223
-1,192
| -27% | -$120K | 0.02% | 203 |
|
|
2023
Q3 | $444K | Buy |
4,415
+42
| +1% | +$4.23K | 0.03% | 169 |
|
|
2023
Q2 | $440K | Buy |
4,373
+1,414
| +48% | +$142K | 0.03% | 183 |
|
|
2023
Q1 | $298K | Buy |
+2,959
| New | +$298K | 0.02% | 217 |
|