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Advisor OS’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advisor OS’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,305
Closed -$736K – 445
2024
Q3 		$736K Buy
7,305
+861
+13% +$86.7K 0.07% 202
2024
Q2 		$649K Buy
6,444
+1,786
+38% +$180K 0.07% 210
2024
Q1 		$469K Buy
+4,658
New +$469K 0.05% 245