Alesco 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 | $6.27M | Buy |
62,257
+12,480
| +25% | +$1.26M | 0.18% | 40 |
|
|
2025
Q1 | $5.01M | Buy |
49,777
+2,751
| +6% | +$277K | 0.16% | 42 |
|
|
2024
Q4 | $4.72M | Buy |
47,026
+7,159
| +18% | +$718K | 0.15% | 44 |
|
|
2024
Q3 | $4.02M | Sell |
39,867
-1,834
| -4% | -$185K | 0.12% | 46 |
|
|
2024
Q2 | $4.2M | Buy |
41,701
+8,066
| +24% | +$812K | 0.14% | 44 |
|
|
2024
Q1 | $3.39M | Buy |
33,635
+2,145
| +7% | +$216K | 0.11% | 50 |
|
|
2023
Q4 | $3.16M | Buy |
31,490
+1,270
| +4% | +$127K | 0.11% | 50 |
|
|
2023
Q3 | $3.04M | Buy |
30,220
+13,290
| +78% | +$1.34M | 0.12% | 46 |
|
|
2023
Q2 | $1.7M | Sell |
16,930
-400
| -2% | -$40.3K | 0.06% | 61 |
|
|
2023
Q1 | $1.74M | Hold |
17,330
| – | – | 0.06% | 63 |
|
|
2022
Q4 | $1.74M | Buy |
+17,330
| New | +$1.74M | 0.07% | 61 |
|