WealthPLAN Partners’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 | $332K | Buy |
3,301
+719
| +28% | +$72.4K | 0.05% | 203 |
|
|
2025
Q1 | $260K | Buy |
+2,582
| New | +$260K | 0.04% | 224 |
|
|
2024
Q2 | – | Sell |
-9,798
| Closed | -$987K | – | 320 |
|
|
2024
Q1 | $987K | Buy |
+9,798
| New | +$987K | 0.1% | 154 |
|
|
2023
Q4 | – | Sell |
-32,249
| Closed | -$3.25M | – | 340 |
|
|
2023
Q3 | $3.25M | Buy |
32,249
+31,922
| +9,762% | +$3.21M | 0.38% | 73 |
|
|
2023
Q2 | $32.9K | Sell |
327
-182
| -36% | -$18.3K | ﹤0.01% | 583 |
|
|
2023
Q1 | $51.2K | Buy |
+509
| New | +$51.2K | 0.01% | 548 |
|