Ancora Advisors’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 | $360K | Buy |
3,578
+2,708
| +311% | +$273K | 0.01% | 593 |
|
|
2025
Q1 | $87.6K | Sell |
870
-520
| -37% | -$52.3K | ﹤0.01% | 880 |
|
|
2024
Q4 | $139K | Sell |
1,390
-113
| -8% | -$11.3K | ﹤0.01% | 779 |
|
|
2024
Q3 | $151K | Sell |
1,503
-1,936
| -56% | -$195K | ﹤0.01% | 738 |
|
|
2024
Q2 | $346K | Buy |
3,439
+1,105
| +47% | +$111K | 0.01% | 551 |
|
|
2024
Q1 | $235K | Hold |
2,334
| – | – | 0.01% | 630 |
|
|
2023
Q4 | $234K | Hold |
2,334
| – | – | 0.01% | 622 |
|
|
2023
Q3 | $235K | Buy |
+2,334
| New | +$235K | 0.01% | 607 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$302 | – | 1858 |
|
|
2023
Q1 | $302 | Buy |
+3
| New | +$302 | ﹤0.01% | 1751 |
|