Wellspring Financial 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 | $29M | Sell |
288,010
-215,792
| -43% | -$21.7M | 2.91% | 8 |
|
|
2025
Q1 | $50.7M | Sell |
503,802
-139,085
| -22% | -$14M | 5.64% | 6 |
|
|
2024
Q4 | $64.5M | Buy |
642,887
+49,024
| +8% | +$4.92M | 6.74% | 2 |
|
|
2024
Q3 | $59.8M | Buy |
593,863
+435,578
| +275% | +$43.9M | 7.14% | 2 |
|
|
2024
Q2 | $15.9M | Buy |
158,285
+8,027
| +5% | +$808K | 2.17% | 12 |
|
|
2024
Q1 | $15.1M | Sell |
150,258
-119,413
| -44% | -$12M | 2.39% | 11 |
|
|
2023
Q4 | $27M | Buy |
269,671
+21,728
| +9% | +$2.18M | 6.73% | 2 |
|
|
2023
Q3 | $25M | Sell |
247,943
-56,863
| -19% | -$5.72M | 7.3% | 2 |
|
|
2023
Q2 | $30.7M | Buy |
304,806
+14,449
| +5% | +$1.45M | 8.68% | 2 |
|
|
2023
Q1 | $29.2M | Buy |
290,357
+185,485
| +177% | +$18.7M | 8.67% | 2 |
|
|
2022
Q4 | $10.5M | Buy |
104,872
+18,927
| +22% | +$1.9M | 3.49% | 8 |
|
|
2022
Q3 | $8.62M | Sell |
85,945
-2,252
| -3% | -$226K | 3.18% | 9 |
|
|
2022
Q2 | $8.83M | Buy |
+88,197
| New | +$8.83M | 3.08% | 9 |
|