Vishria Bird Financial Group’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 | $1.08M | Sell |
10,700
-895
| -8% | -$90.1K | 0.36% | 31 |
|
|
2025
Q1 | $1.17M | Sell |
11,595
-157
| -1% | -$15.8K | 0.4% | 32 |
|
|
2024
Q4 | $1.18M | Sell |
11,752
-12
| -0.1% | -$1.2K | 0.41% | 31 |
|
|
2024
Q3 | $1.19M | Hold |
11,764
| – | – | 0.45% | 31 |
|
|
2024
Q2 | $1.19M | Buy |
11,764
+469
| +4% | +$47.2K | 0.5% | 29 |
|
|
2024
Q1 | $1.14M | Buy |
11,295
+168
| +2% | +$16.9K | 0.49% | 29 |
|
|
2023
Q4 | $1.12M | Sell |
11,127
-472
| -4% | -$47.3K | 0.53% | 27 |
|
|
2023
Q3 | $1.17M | Hold |
11,599
| – | – | 0.66% | 24 |
|
|
2023
Q2 | $1.17M | Sell |
11,599
-117
| -1% | -$11.8K | 0.69% | 23 |
|
|
2023
Q1 | $1.18M | Sell |
11,716
-224
| -2% | -$22.5K | 0.75% | 24 |
|
|
2022
Q4 | $1.2M | Sell |
11,940
-485
| -4% | -$48.6K | 0.83% | 23 |
|
|
2022
Q3 | $1.25M | Buy |
+12,425
| New | +$1.25M | 0.84% | 25 |
|