Triumph Capital Management’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 | $1.38M | Buy |
13,747
+7,595
| +123% | +$765K | 0.42% | 57 |
|
|
2025
Q1 | $619K | Sell |
6,152
-1,180
| -16% | -$119K | 0.21% | 132 |
|
|
2024
Q4 | $736K | Buy |
7,332
+929
| +15% | +$93.2K | 0.25% | 98 |
|
|
2024
Q3 | $645K | Sell |
6,403
-3,636
| -36% | -$366K | 0.23% | 111 |
|
|
2024
Q2 | $1.01M | Buy |
10,039
+4,820
| +92% | +$485K | 0.39% | 61 |
|
|
2024
Q1 | $526K | Sell |
5,219
-14,008
| -73% | -$1.41M | 0.21% | 111 |
|
|
2023
Q4 | $1.93M | Buy |
19,227
+16,743
| +674% | +$1.68M | 0.82% | 28 |
|
|
2023
Q3 | $250K | Sell |
2,484
-769
| -24% | -$77.4K | 0.11% | 179 |
|
|
2023
Q2 | $327K | Buy |
3,253
+373
| +13% | +$37.5K | 0.15% | 135 |
|
|
2023
Q1 | $290K | Sell |
2,880
-240
| -8% | -$24.1K | 0.15% | 136 |
|
|
2022
Q4 | $312K | Buy |
+3,120
| New | +$312K | 0.17% | 138 |
|