Alliance Wealth Advisors (Utah)’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 | – | Sell |
-3,360
| Closed | -$338K | – | 287 |
|
|
2025
Q1 | $338K | Buy |
3,360
+1,095
| +48% | +$110K | 0.09% | 197 |
|
|
2024
Q4 | $227K | Buy |
+2,265
| New | +$227K | 0.06% | 240 |
|
|
2023
Q2 | – | Sell |
-35,597
| Closed | -$3.58M | – | 238 |
|
|
2023
Q1 | $3.58M | Buy |
35,597
+5,003
| +16% | +$503K | 1.44% | 10 |
|
|
2022
Q4 | $3.06M | Buy |
+30,594
| New | +$3.06M | 1.38% | 13 |
|