Dan Polen - Polen Capital Management
Holding/activity history for Ishares 0 3 Month Treasury B (SGOV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 11,267 | 0.01 | Add 126.61% | <0.01 | $100.66 | $1,134,136 | SEC |
| 2025 Q4 | 4,972 | <0.01 | $100.38 | $499,089 | SEC | ||
| 2025 Q3 | 4,972 | <0.01 | $100.70 | $500,680 | SEC | ||
| 2025 Q2 | 4,972 | <0.01 | Reduce 78.66% | <0.01 | $100.69 | $500,631 | SEC |
| 2025 Q1 | 23,299 | 0.01 | Add 318.37% | <0.01 | $100.67 | $2,345,510 | SEC |
| 2024 Q4 | 5,569 | <0.01 | Reduce 69.94% | <0.01 | $100.32 | $558,682 | SEC |
| 2024 Q3 | 18,526 | <0.01 | Add 79.27% | <0.01 | $100.72 | $1,865,939 | SEC |
| 2024 Q2 | 10,334 | <0.01 | Add 197.38% | <0.01 | $100.71 | $1,040,737 | SEC |
| 2024 Q1 | 3,475 | <0.01 | Reduce 30.57% | 0.05 | $100.71 | $349,967 | SEC |
| 2023 Q4 | 5,005 | 0.16 | Buy | 0.16 | $13,558.17 | $67,858,652 | SEC |