Allworth Financial’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 | $23.8M | Sell |
236,059
-208
| -0.1% | -$20.9K | 0.11% | 112 |
|
|
2025
Q1 | $23.8M | Buy |
236,267
+6,953
| +3% | +$700K | 0.13% | 92 |
|
|
2024
Q4 | $23.1M | Buy |
229,314
+17,858
| +8% | +$1.8M | 0.13% | 95 |
|
|
2024
Q3 | $21.3M | Sell |
211,456
-16,430
| -7% | -$1.65M | 0.13% | 87 |
|
|
2024
Q2 | $22.9M | Sell |
227,886
-21,391
| -9% | -$2.15M | 0.15% | 77 |
|
|
2024
Q1 | $25.1M | Sell |
249,277
-99,430
| -29% | -$10M | 0.18% | 58 |
|
|
2023
Q4 | $35M | Buy |
348,707
+250,376
| +255% | +$25.1M | 0.27% | 43 |
|
|
2023
Q3 | $9.9M | Buy |
98,331
+16,856
| +21% | +$1.7M | 0.08% | 104 |
|
|
2023
Q2 | $8.2M | Buy |
81,475
+3,703
| +5% | +$373K | 0.07% | 113 |
|
|
2023
Q1 | $7.82M | Buy |
77,772
+1,029
| +1% | +$103K | 0.08% | 120 |
|
|
2022
Q4 | $7.69M | Buy |
76,743
+59,596
| +348% | +$5.97M | 0.09% | 111 |
|
|
2022
Q3 | $1.72M | Buy |
17,147
+5,511
| +47% | +$552K | 0.02% | 240 |
|
|
2022
Q2 | $1.17M | Buy |
11,636
+11,601
| +33,146% | +$1.16M | 0.02% | 286 |
|
|
2022
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 1683 |
|