Avidian Wealth Enterprises’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 | $2.35M | Sell |
23,318
-5,089
| -18% | -$512K | 0.1% | 108 |
|
|
2025
Q1 | $2.86M | Buy |
28,407
+4,615
| +19% | +$465K | 0.13% | 99 |
|
|
2024
Q4 | $2.39M | Buy |
23,792
+4,110
| +21% | +$412K | 0.11% | 108 |
|
|
2024
Q3 | $1.98M | Buy |
19,682
+13,102
| +199% | +$1.32M | 0.09% | 117 |
|
|
2024
Q2 | $663K | Buy |
6,580
+4
| +0.1% | +$403 | 0.03% | 234 |
|
|
2024
Q1 | $662K | Hold |
6,576
| – | – | 0.03% | 216 |
|
|
2023
Q4 | $659K | Hold |
6,576
| – | – | 0.04% | 214 |
|
|
2023
Q3 | $662K | Hold |
6,576
| – | – | 0.05% | 208 |
|
|
2023
Q2 | $662K | Sell |
6,576
-1,249
| -16% | -$126K | 0.04% | 230 |
|
|
2023
Q1 | $787K | Hold |
7,825
| – | – | 0.04% | 234 |
|
|
2022
Q4 | $784K | Buy |
7,825
+3,483
| +80% | +$349K | 0.05% | 208 |
|
|
2022
Q3 | $435K | Buy |
+4,342
| New | +$435K | 0.03% | 259 |
|