Atria Investments’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 | $4.59M | Sell |
45,591
-24,349
| -35% | -$2.45M | 0.05% | 407 |
|
|
2025
Q1 | $7.04M | Sell |
69,940
-8,742
| -11% | -$880K | 0.09% | 259 |
|
|
2024
Q4 | $7.89M | Sell |
78,682
-120,078
| -60% | -$12M | 0.1% | 231 |
|
|
2024
Q3 | $20M | Buy |
198,760
+20,276
| +11% | +$2.04M | 0.25% | 72 |
|
|
2024
Q2 | $18M | Sell |
178,484
-48,838
| -21% | -$4.92M | 0.23% | 81 |
|
|
2024
Q1 | $22.9M | Sell |
227,322
-5,784
| -2% | -$583K | 0.32% | 63 |
|
|
2023
Q4 | $23.4M | Buy |
233,106
+39,691
| +21% | +$3.98M | 0.36% | 54 |
|
|
2023
Q3 | $19.5M | Buy |
193,415
+79,533
| +70% | +$8.01M | 0.35% | 58 |
|
|
2023
Q2 | $11.5M | Sell |
113,882
-179,715
| -61% | -$18.1M | 0.21% | 103 |
|
|
2023
Q1 | $29.5M | Buy |
+293,597
| New | +$29.5M | 0.56% | 28 |
|