Ackerman Capital 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
Q2 | $5.88M | Buy |
58,426
+2,410
| +4% | +$243K | 1.37% | 19 |
|
|
2025
Q1 | $5.64M | Buy |
56,016
+415
| +0.7% | +$41.8K | 1.49% | 20 |
|
|
2024
Q4 | $5.58M | Sell |
55,601
-4,349
| -7% | -$436K | 1.46% | 18 |
|
|
2024
Q3 | $6.04M | Sell |
59,950
-19,595
| -25% | -$1.97M | 1.56% | 18 |
|
|
2024
Q2 | $8.01M | Sell |
79,545
-5,702
| -7% | -$574K | 2.12% | 14 |
|
|
2024
Q1 | $8.59M | Buy |
85,247
+28,307
| +50% | +$2.85M | 2.37% | 12 |
|
|
2023
Q4 | $5.71M | Sell |
56,940
-4,130
| -7% | -$414K | 1.6% | 18 |
|
|
2023
Q3 | $6.15M | Sell |
61,070
-23,598
| -28% | -$2.38M | 1.71% | 19 |
|
|
2023
Q2 | $8.52M | Sell |
84,668
-6,182
| -7% | -$622K | 2.21% | 13 |
|
|
2023
Q1 | $9.14M | Buy |
+90,850
| New | +$9.14M | 2.37% | 12 |
|