True Link Financial Advisors’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 | $4.31M | Buy |
42,779
+16,575
| +63% | +$1.67M | 0.3% | 17 |
|
|
2025
Q1 | $2.64M | Buy |
26,204
+8,079
| +45% | +$813K | 0.2% | 21 |
|
|
2024
Q4 | $1.82M | Buy |
18,125
+133
| +0.7% | +$13.3K | 0.15% | 18 |
|
|
2024
Q3 | $1.81M | Buy |
17,992
+72
| +0.4% | +$7.25K | 0.15% | 19 |
|
|
2024
Q2 | $1.8M | Sell |
17,920
-3,922
| -18% | -$395K | 0.17% | 20 |
|
|
2024
Q1 | $2.2M | Buy |
21,842
+944
| +5% | +$95.1K | 0.21% | 17 |
|
|
2023
Q4 | $2.1M | Buy |
20,898
+4,807
| +30% | +$482K | 0.23% | 17 |
|
|
2023
Q3 | $1.62M | Buy |
16,091
+2,858
| +22% | +$288K | 0.19% | 31 |
|
|
2023
Q2 | $1.33M | Sell |
13,233
-2,816
| -18% | -$283K | 0.16% | 40 |
|
|
2023
Q1 | $1.61M | Buy |
+16,049
| New | +$1.61M | 0.2% | 37 |
|