WCM 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 | $843K | Buy |
8,377
+400
| +5% | +$40.3K | ﹤0.01% | 201 |
|
|
2025
Q1 | $803K | Buy |
7,977
+75
| +0.9% | +$7.55K | ﹤0.01% | 245 |
|
|
2024
Q4 | $792K | Hold |
7,902
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $796K | Hold |
7,902
| – | – | ﹤0.01% | 260 |
|
|
2024
Q2 | $795K | Buy |
7,902
+7,897
| +157,940% | +$795K | ﹤0.01% | 217 |
|
|
2024
Q1 | $504 | Sell |
5
-5,415
| -100% | -$546K | ﹤0.01% | 247 |
|
|
2023
Q4 | $543K | Buy |
+5,420
| New | +$543K | ﹤0.01% | 218 |
|