Whalen Wealth 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 | $588K | Sell |
5,843
-7
| -0.1% | -$705 | 0.37% | 80 |
|
|
2025
Q1 | $589K | Buy |
5,850
+3,182
| +119% | +$320K | 0.39% | 52 |
|
|
2024
Q4 | $268K | Sell |
2,668
-28
| -1% | -$2.81K | 0.19% | 106 |
|
|
2024
Q3 | $272K | Hold |
2,696
| – | – | 0.19% | 92 |
|
|
2024
Q2 | $272K | Sell |
2,696
-307
| -10% | -$30.9K | 0.22% | 83 |
|
|
2024
Q1 | $302K | Sell |
3,003
-8,191
| -73% | -$825K | 0.22% | 70 |
|
|
2023
Q4 | $1.12M | Buy |
+11,194
| New | +$1.12M | 1.01% | 16 |
|