Arax Advisory 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 | $3.79M | Buy |
37,658
+9,881
| +36% | +$995K | 0.17% | 97 |
|
|
2025
Q1 | $2.8M | Sell |
27,777
-6,432
| -19% | -$648K | 0.18% | 89 |
|
|
2024
Q4 | $3.43M | Buy |
34,209
+33,914
| +11,496% | +$3.4M | 0.22% | 81 |
|
|
2024
Q3 | $29.7K | Sell |
295
-97
| -25% | -$9.77K | ﹤0.01% | 929 |
|
|
2024
Q2 | $39.5K | Sell |
392
-82
| -17% | -$8.26K | ﹤0.01% | 740 |
|
|
2024
Q1 | $47.7K | Buy |
474
+19
| +4% | +$1.91K | 0.01% | 512 |
|
|
2023
Q4 | $45.6K | Hold |
455
| – | – | 0.01% | 498 |
|
|
2023
Q3 | $45.8K | Buy |
455
+25
| +6% | +$2.52K | 0.01% | 477 |
|
|
2023
Q2 | $43.3K | Buy |
430
+375
| +682% | +$37.7K | 0.01% | 480 |
|
|
2023
Q1 | $5.53K | Buy |
55
+30
| +120% | +$3.02K | ﹤0.01% | 818 |
|
|
2022
Q4 | $2.5K | Sell |
25
-160
| -86% | -$16K | ﹤0.01% | 917 |
|
|
2022
Q3 | $19K | Buy |
+185
| New | +$19K | ﹤0.01% | 578 |
|