Waycross Investment Management’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 | $1.65M | Hold |
16,398
| – | – | 1.72% | 16 |
|
|
2025
Q1 | $1.65M | Buy |
16,398
+3,882
| +31% | +$391K | 1.86% | 17 |
|
|
2024
Q4 | $1.26M | Buy |
12,516
+66
| +0.5% | +$6.62K | 1.32% | 22 |
|
|
2024
Q3 | $1.25M | Sell |
12,450
-595
| -5% | -$59.9K | 1.15% | 26 |
|
|
2024
Q2 | $1.31M | Hold |
13,045
| – | – | 1.27% | 25 |
|
|
2024
Q1 | $1.31M | Sell |
13,045
-585
| -4% | -$58.9K | 1.22% | 25 |
|
|
2023
Q4 | $1.37M | Hold |
13,630
| – | – | 1.5% | 23 |
|
|
2023
Q3 | $1.37M | Sell |
13,630
-36
| -0.3% | -$3.62K | 1.58% | 16 |
|
|
2023
Q2 | $1.38M | Hold |
13,666
| – | – | 1.43% | 18 |
|
|
2023
Q1 | $1.37M | Sell |
13,666
-12
| -0.1% | -$1.21K | 1.38% | 18 |
|
|
2022
Q4 | $1.37M | Buy |
+13,678
| New | +$1.37M | 1.38% | 17 |
|