WBI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,391
| Closed | -$744K | – | 223 |
|
|
2024
Q1 | $744K | Sell |
7,391
-38,585
| -84% | -$3.89M | 0.15% | 120 |
|
|
2023
Q4 | $4.61M | Buy |
45,976
+426
| +0.9% | +$42.7K | 0.92% | 24 |
|
|
2023
Q3 | $4.59M | Buy |
45,550
+1,245
| +3% | +$125K | 0.92% | 19 |
|
|
2023
Q2 | $4.46M | Buy |
44,305
+18,186
| +70% | +$1.83M | 0.81% | 23 |
|
|
2023
Q1 | $2.63M | Buy |
+26,119
| New | +$2.63M | 0.53% | 47 |
|