Altiora Financial Group’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 | $31.4M | Buy |
312,240
+96,794
| +45% | +$9.75M | 6.14% | 4 |
|
|
2025
Q1 | $21.7M | Buy |
215,446
+71,883
| +50% | +$7.24M | 4.61% | 5 |
|
|
2024
Q4 | $14.4M | Buy |
143,563
+27,523
| +24% | +$2.76M | 3.13% | 7 |
|
|
2024
Q3 | $11.7M | Sell |
116,040
-28,587
| -20% | -$2.88M | 2.58% | 9 |
|
|
2024
Q2 | $14.6M | Buy |
144,627
+33,559
| +30% | +$3.38M | 3.5% | 8 |
|
|
2024
Q1 | $11.2M | Buy |
111,068
+51,910
| +88% | +$5.23M | 3.04% | 8 |
|
|
2023
Q4 | $5.93M | Buy |
59,158
+40,951
| +225% | +$4.11M | 1.72% | 15 |
|
|
2023
Q3 | $1.83M | Buy |
18,207
+9,179
| +102% | +$924K | 0.85% | 20 |
|
|
2023
Q2 | $908K | Buy |
9,028
+978
| +12% | +$98.4K | 0.4% | 29 |
|
|
2023
Q1 | $810K | Buy |
+8,050
| New | +$810K | 0.37% | 28 |
|