AIP
Almanack Investment Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
263,858
-37,840
| -13% | -$3.81M | 4.23% | 4 |
|
|
2025
Q1 | $30.4M | Buy |
301,698
+31,178
| +12% | +$3.14M | 6.02% | 3 |
|
|
2024
Q4 | $27.1M | Sell |
270,520
-8,717
| -3% | -$874K | 4.19% | 3 |
|
|
2024
Q3 | $28.1M | Buy |
279,237
+67,283
| +32% | +$6.78M | 4.42% | 3 |
|
|
2024
Q2 | $21.3M | Sell |
211,954
-87,997
| -29% | -$8.86M | 3.6% | 5 |
|
|
2024
Q1 | $30.2M | Sell |
299,951
-13,258
| -4% | -$1.34M | 5.14% | 3 |
|
|
2023
Q4 | $31.4M | Sell |
313,209
-315,086
| -50% | -$31.6M | 5.83% | 4 |
|
|
2023
Q3 | $63.3M | Sell |
628,295
-279,193
| -31% | -$28.1M | 12.24% | 2 |
|
|
2023
Q2 | $91.3M | Sell |
907,488
-57,158
| -6% | -$5.75M | 16.04% | 2 |
|
|
2023
Q1 | $97M | Buy |
964,646
+66,024
| +7% | +$6.64M | 19.14% | 1 |
|
|
2022
Q4 | $90M | Buy |
+898,622
| New | +$90M | 19.18% | 1 |
|
|
2022
Q3 | – | Sell |
-39,972
| Closed | -$4M | – | 912 |
|
|
2022
Q2 | $4M | Buy |
+39,972
| New | +$4M | 0.4% | 46 |
|