Wooster Corthell 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 | $1.6M | Buy |
15,855
+6,830
| +76% | +$688K | 0.3% | 36 |
|
|
2025
Q1 | $909K | Buy |
9,025
+2,662
| +42% | +$268K | 0.19% | 45 |
|
|
2024
Q4 | $638K | Sell |
6,363
-174
| -3% | -$17.5K | 0.14% | 45 |
|
|
2024
Q3 | $658K | Buy |
6,537
+499
| +8% | +$50.3K | 0.14% | 45 |
|
|
2024
Q2 | $608K | Buy |
6,038
+116
| +2% | +$11.7K | 0.14% | 44 |
|
|
2024
Q1 | $596K | Sell |
5,922
-150
| -2% | -$15.1K | 0.14% | 45 |
|
|
2023
Q4 | $609K | Buy |
6,072
+3,849
| +173% | +$386K | 0.15% | 42 |
|
|
2023
Q3 | $224K | Buy |
+2,223
| New | +$224K | 0.06% | 46 |
|