Ameritas Advisory Services’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 | $6.24M | Sell |
61,960
-15,840
| -20% | -$1.59M | 0.33% | 53 |
|
|
2025
Q1 | $7.83M | Buy |
77,800
+24,781
| +47% | +$2.49M | 0.32% | 62 |
|
|
2024
Q4 | $5.32M | Buy |
53,019
+1,537
| +3% | +$154K | 0.18% | 114 |
|
|
2024
Q3 | $5.19M | Buy |
51,482
+40,979
| +390% | +$4.13M | 0.22% | 109 |
|
|
2024
Q2 | $1.06M | Buy |
10,503
+1,001
| +11% | +$101K | 0.04% | 398 |
|
|
2024
Q1 | $956K | Sell |
9,502
-12,059
| -56% | -$1.21M | 0.04% | 388 |
|
|
2023
Q4 | $2.16M | Sell |
21,561
-831
| -4% | -$83.3K | 0.12% | 164 |
|
|
2023
Q3 | $2.25M | Buy |
22,392
+17,883
| +397% | +$1.8M | 0.11% | 187 |
|
|
2023
Q2 | $452K | Sell |
4,509
-1,064
| -19% | -$107K | 0.06% | 319 |
|
|
2023
Q1 | $560K | Buy |
5,573
+1,123
| +25% | +$113K | 0.03% | 452 |
|
|
2022
Q4 | $446K | Sell |
4,450
-986
| -18% | -$98.7K | 0.02% | 574 |
|
|
2022
Q3 | $545K | Buy |
5,436
+2,042
| +60% | +$205K | 0.03% | 413 |
|
|
2022
Q2 | $340K | Buy |
+3,394
| New | +$340K | 0.02% | 569 |
|