UMB Bank’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 | $1.86M | Sell |
18,464
-726
| -4% | -$73.1K | 0.03% | 250 |
|
|
2025
Q1 | $1.93M | Buy |
19,190
+2,165
| +13% | +$218K | 0.03% | 237 |
|
|
2024
Q4 | $1.71M | Buy |
+17,025
| New | +$1.71M | 0.03% | 252 |
|
|
2024
Q2 | – | Sell |
-1,160
| Closed | -$117K | – | 2211 |
|
|
2024
Q1 | $117K | Buy |
+1,160
| New | +$117K | ﹤0.01% | 665 |
|
|
2023
Q2 | – | Sell |
-75
| Closed | -$7.54K | – | 1738 |
|
|
2023
Q1 | $7.54K | Buy |
+75
| New | +$7.54K | ﹤0.01% | 1344 |
|