Avantax Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
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2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $12.3M | Buy |
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|
2023
Q3 | $7.84M | Buy |
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|
2023
Q2 | $4.22M | Sell |
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|
2023
Q1 | $6.45M | Buy |
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|
2022
Q4 | $5.35M | Buy |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2M | Buy |
|