Advisory Research’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
$7.93M Buy
78,797
+5,238
+7% +$527K 1.22% 27
2025
Q1
$7.41M Buy
73,559
+45,213
+160% +$4.55M 1.31% 25
2024
Q4
$2.84M Buy
+28,346
New +$2.84M 0.47% 51