Advisory Services Network’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 | $26.5M | Buy |
263,078
+159,883
| +155% | +$16.1M | 0.43% | 33 |
|
|
2025
Q1 | $10.4M | Buy |
103,195
+43,266
| +72% | +$4.36M | 0.2% | 103 |
|
|
2024
Q4 | $6.01M | Buy |
59,929
+7,899
| +15% | +$792K | 0.11% | 200 |
|
|
2024
Q3 | $5.24M | Hold |
52,030
| – | – | 0.11% | 195 |
|
|
2024
Q2 | $5.24M | Buy |
52,030
+11,709
| +29% | +$1.18M | 0.11% | 195 |
|
|
2024
Q1 | $4.06M | Sell |
40,321
-15,477
| -28% | -$1.56M | 0.09% | 257 |
|
|
2023
Q4 | $5.59M | Buy |
55,798
+23,052
| +70% | +$2.31M | 0.14% | 164 |
|
|
2023
Q3 | $3.3M | Buy |
32,746
+8,363
| +34% | +$842K | 0.09% | 259 |
|
|
2023
Q2 | $2.45M | Buy |
24,383
+5,618
| +30% | +$565K | 0.07% | 344 |
|
|
2023
Q1 | $1.89M | Buy |
18,765
+663
| +4% | +$66.7K | 0.05% | 426 |
|
|
2022
Q4 | $1.81M | Buy |
18,102
+4,169
| +30% | +$417K | 0.06% | 404 |
|
|
2022
Q3 | $1.4M | Buy |
13,933
+16
| +0.1% | +$1.6K | 0.05% | 435 |
|
|
2022
Q2 | $1.39M | Buy |
+13,917
| New | +$1.39M | 0.05% | 464 |
|