TC
Trust Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,488
| Closed | -$150K | – | 445 |
|
|
2025
Q1 | $150K | Sell |
1,488
-497
| -25% | -$50K | 0.02% | 156 |
|
|
2024
Q4 | $199K | Sell |
1,985
-1,640
| -45% | -$164K | 0.02% | 141 |
|
|
2024
Q3 | $365K | Hold |
3,625
| – | – | 0.04% | 106 |
|
|
2024
Q2 | $365K | Buy |
+3,625
| New | +$365K | 0.05% | 102 |
|