Wittenberg 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 | – | Sell |
-6,500
| Closed | -$654K | – | 77 |
|
|
2025
Q1 | $654K | Hold |
6,500
| – | – | 0.3% | 41 |
|
|
2024
Q4 | $652K | Buy |
6,500
+1,500
| +30% | +$150K | 0.26% | 45 |
|
|
2024
Q3 | $504K | Buy |
5,000
+1,000
| +25% | +$101K | 0.16% | 54 |
|
|
2024
Q2 | $403K | Buy |
4,000
+1,000
| +33% | +$101K | 0.14% | 62 |
|
|
2024
Q1 | $302K | Buy |
3,000
+500
| +20% | +$50.4K | 0.1% | 71 |
|
|
2023
Q4 | $251K | Hold |
2,500
| – | – | 0.09% | 73 |
|
|
2023
Q3 | $252K | Hold |
2,500
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $252K | Buy |
+2,500
| New | +$252K | 0.09% | 74 |
|