Americana Partners’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
$4.78M Sell
47,453
-6,173
-12% -$622K 0.16% 125
2025
Q1
$5.4M Buy
53,626
+8,188
+18% +$824K 0.21% 101
2024
Q4
$4.56M Sell
45,438
-25,636
-36% -$2.57M 0.19% 115
2024
Q3
$7.16M Buy
71,074
+19,190
+37% +$1.93M 0.49% 55
2024
Q2
$5.23M Sell
51,884
-5,600
-10% -$564K 0.41% 67
2024
Q1
$5.79M Buy
57,484
+11,952
+26% +$1.2M 0.48% 57
2023
Q4
$4.59M Sell
45,532
-8,131
-15% -$819K 0.44% 69
2023
Q3
$4.79M Buy
53,663
+19,188
+56% +$1.71M 0.52% 50
2023
Q2
$3.47M Buy
+34,475
New +$3.47M 0.45% 58