Advisory Alpha’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 | $915K | Sell |
9,092
-55
| -0.6% | -$5.54K | 0.03% | 172 |
|
|
2025
Q1 | $921K | Buy |
9,147
+580
| +7% | +$58.4K | 0.03% | 167 |
|
|
2024
Q4 | $859K | Sell |
8,567
-377
| -4% | -$37.8K | 0.03% | 165 |
|
|
2024
Q3 | $901K | Sell |
8,944
-428
| -5% | -$43.1K | 0.03% | 160 |
|
|
2024
Q2 | $944K | Sell |
9,372
-2,014
| -18% | -$203K | 0.04% | 153 |
|
|
2024
Q1 | $1.15M | Sell |
11,386
-470
| -4% | -$47.3K | 0.05% | 143 |
|
|
2023
Q4 | $1.19M | Sell |
11,856
-1,440
| -11% | -$144K | 0.05% | 130 |
|
|
2023
Q3 | $1.34M | Buy |
13,296
+4
| +0% | +$403 | 0.07% | 118 |
|
|
2023
Q2 | $1.34M | Buy |
13,292
+18
| +0.1% | +$1.81K | 0.07% | 130 |
|
|
2023
Q1 | $1.34M | Sell |
13,274
-4,145
| -24% | -$417K | 0.08% | 98 |
|
|
2022
Q4 | $1.74M | Buy |
17,419
+10,316
| +145% | +$1.03M | 0.12% | 75 |
|
|
2022
Q3 | $712K | Sell |
7,103
-298
| -4% | -$29.9K | 0.05% | 128 |
|
|
2022
Q2 | $741K | Buy |
+7,401
| New | +$741K | 0.06% | 120 |
|