AAS
Avantax Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
155,336
+9,059
| +6% | +$912K | 0.09% | 181 |
|
|
2025
Q1 | $14.7M | Buy |
146,277
+27,984
| +24% | +$2.82M | 0.09% | 171 |
|
|
2024
Q4 | $11.9M | Sell |
118,293
-16,138
| -12% | -$1.62M | 0.07% | 191 |
|
|
2024
Q3 | $13.5M | Sell |
134,431
-29,282
| -18% | -$2.95M | 0.09% | 172 |
|
|
2024
Q2 | $16.5M | Buy |
163,713
+15,152
| +10% | +$1.53M | 0.12% | 131 |
|
|
2024
Q1 | $15M | Buy |
148,561
+25,769
| +21% | +$2.6M | 0.13% | 117 |
|
|
2023
Q4 | $12.3M | Buy |
122,792
+44,880
| +58% | +$4.5M | 0.12% | 134 |
|
|
2023
Q3 | $7.84M | Buy |
77,912
+36,000
| +86% | +$3.62M | 0.09% | 179 |
|
|
2023
Q2 | $4.22M | Sell |
41,912
-22,178
| -35% | -$2.23M | 0.05% | 290 |
|
|
2023
Q1 | $6.45M | Buy |
64,090
+10,626
| +20% | +$1.07M | 0.08% | 195 |
|
|
2022
Q4 | $5.35M | Buy |
53,464
+6,506
| +14% | +$652K | 0.07% | 210 |
|
|
2022
Q3 | $4.71M | Buy |
46,958
+26,940
| +135% | +$2.7M | 0.07% | 210 |
|
|
2022
Q2 | $2M | Buy |
20,018
+23
| +0.1% | +$2.3K | 0.03% | 380 |
|
|
2022
Q1 | $2M | Buy |
+19,995
| New | +$2M | 0.03% | 375 |
|