Arete Wealth 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 | $1.79M | Sell |
17,816
-18,599
| -51% | -$1.87M | 0.13% | 167 |
|
|
2025
Q1 | $3.67M | Buy |
36,415
+23,745
| +187% | +$2.39M | 0.28% | 80 |
|
|
2024
Q4 | $1.27M | Sell |
12,670
-14,146
| -53% | -$1.42M | 0.09% | 215 |
|
|
2024
Q3 | $2.7M | Buy |
26,816
+132
| +0.5% | +$13.3K | 0.23% | 94 |
|
|
2024
Q2 | $2.69M | Sell |
26,684
-1,764
| -6% | -$178K | 0.22% | 96 |
|
|
2024
Q1 | $2.86M | Buy |
28,448
+18,575
| +188% | +$1.87M | 0.26% | 87 |
|
|
2023
Q4 | $990K | Buy |
+9,873
| New | +$990K | 0.08% | 256 |
|
|
2023
Q2 | – | Sell |
-3,478
| Closed | -$350K | – | 740 |
|
|
2023
Q1 | $350K | Buy |
+3,478
| New | +$350K | 0.03% | 430 |
|