ACA
Aptus Capital Advisors’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 | $2.54M | Buy |
25,251
+4,054
| +19% | +$408K | 0.02% | 373 |
|
|
2025
Q1 | $2.13M | Buy |
21,197
+1,318
| +7% | +$133K | 0.02% | 377 |
|
|
2024
Q4 | $1.99M | Buy |
19,879
+18,733
| +1,635% | +$1.88M | 0.02% | 389 |
|
|
2024
Q3 | $115K | Buy |
1,146
+714
| +165% | +$71.9K | ﹤0.01% | 835 |
|
|
2024
Q2 | $43.5K | Buy |
432
+3
| +0.7% | +$302 | ﹤0.01% | 903 |
|
|
2024
Q1 | $43.2K | Buy |
429
+415
| +2,964% | +$41.8K | ﹤0.01% | 900 |
|
|
2023
Q4 | $1.4K | Buy |
+14
| New | +$1.4K | ﹤0.01% | 877 |
|
|
2023
Q3 | – | Sell |
-1,070
| Closed | -$108K | – | 920 |
|
|
2023
Q2 | $108K | Sell |
1,070
-89,179
| -99% | -$8.97M | ﹤0.01% | 513 |
|
|
2023
Q1 | $9.08M | Sell |
90,249
-76,303
| -46% | -$7.67M | 0.24% | 85 |
|
|
2022
Q4 | $16.7M | Buy |
+166,552
| New | +$16.7M | 0.51% | 39 |
|
|
2022
Q3 | – | Sell |
-134,071
| Closed | -$13.4M | – | 805 |
|
|
2022
Q2 | $13.4M | Buy |
+134,071
| New | +$13.4M | 0.35% | 33 |
|