Win 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
Q1 | – | Sell |
-30,080
| Closed | -$3.02M | – | 77 |
|
|
2024
Q4 | $3.02M | Buy |
+30,080
| New | +$3.02M | 1.46% | 21 |
|
|
2023
Q4 | – | Sell |
-14,639
| Closed | -$1.47M | – | 80 |
|
|
2023
Q3 | $1.47M | Buy |
+14,639
| New | +$1.47M | 0.72% | 26 |
|
|
2023
Q2 | – | Sell |
-3,492
| Closed | -$351K | – | 49 |
|
|
2023
Q1 | $351K | Buy |
+3,492
| New | +$351K | 0.14% | 34 |
|