Astoria Portfolio 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 | $776K | Buy |
+7,712
| New | +$776K | 0.22% | 89 |
|
|
2024
Q1 | – | Sell |
-2,616
| Closed | -$262K | – | 205 |
|
|
2023
Q4 | $262K | Buy |
2,616
+453
| +21% | +$45.5K | 0.11% | 142 |
|
|
2023
Q3 | $218K | Buy |
2,163
+107
| +5% | +$10.8K | 0.11% | 144 |
|
|
2023
Q2 | $206K | Buy |
+2,056
| New | +$206K | 0.08% | 179 |
|
|
2022
Q4 | – | Sell |
-4,398
| Closed | -$441K | – | 211 |
|
|
2022
Q3 | $441K | Buy |
4,398
+240
| +6% | +$24.1K | 0.3% | 78 |
|
|
2022
Q2 | $416K | Sell |
4,158
-802
| -16% | -$80.2K | 0.3% | 79 |
|
|
2022
Q1 | $496K | Buy |
+4,960
| New | +$496K | 0.39% | 62 |
|