Warren Street Wealth 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 | $7.08M | Sell |
70,323
-7,319
| -9% | -$737K | 2.33% | 8 |
|
|
2025
Q1 | $7.82M | Buy |
77,642
+23,491
| +43% | +$2.36M | 3.03% | 7 |
|
|
2024
Q4 | $5.43M | Buy |
54,151
+2,398
| +5% | +$241K | 2.22% | 9 |
|
|
2024
Q3 | $5.21M | Buy |
51,753
+23,265
| +82% | +$2.34M | 2.15% | 9 |
|
|
2024
Q2 | $2.87M | Sell |
28,488
-4,900
| -15% | -$493K | 1.43% | 15 |
|
|
2024
Q1 | $3.36M | Buy |
33,388
+13,921
| +72% | +$1.4M | 1.66% | 12 |
|
|
2023
Q4 | $1.95M | Buy |
19,467
+16,842
| +642% | +$1.69M | 1.11% | 16 |
|
|
2023
Q3 | $264K | Buy |
+2,625
| New | +$264K | 0.17% | 67 |
|