WorthPointe’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 |
-6,763
| Closed | -$678K | – | 97 |
|
|
2024
Q4 | $678K | Buy |
+6,763
| New | +$678K | 0.28% | 39 |
|
|
2023
Q1 | – | Sell |
-2,079
| Closed | -$208K | – | 58 |
|
|
2022
Q4 | $208K | Buy |
+2,079
| New | +$208K | 0.14% | 48 |
|
|
2022
Q3 | – | Sell |
-4,384
| Closed | -$439K | – | 43 |
|
|
2022
Q2 | $439K | Buy |
+4,384
| New | +$439K | 0.37% | 27 |
|