Avior Wealth Management’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 | $426K | Buy |
4,234
+862
| +26% | +$86.8K | 0.01% | 474 |
|
|
2025
Q1 | $339K | Buy |
3,372
+1,900
| +129% | +$191K | 0.01% | 518 |
|
|
2024
Q4 | $148K | Buy |
1,472
+310
| +27% | +$31.1K | 0.01% | 793 |
|
|
2024
Q3 | $117K | Sell |
1,162
-470
| -29% | -$47.3K | ﹤0.01% | 837 |
|
|
2024
Q2 | $164K | Sell |
1,632
-1,400
| -46% | -$141K | 0.01% | 723 |
|
|
2024
Q1 | $305K | Buy |
3,032
+1,882
| +164% | +$190K | 0.01% | 580 |
|
|
2023
Q4 | $115K | Buy |
1,150
+40
| +4% | +$4.01K | 0.01% | 593 |
|
|
2023
Q3 | $112K | Buy |
1,110
+110
| +11% | +$11.1K | 0.01% | 605 |
|
|
2023
Q2 | $101K | Buy |
1,000
+110
| +12% | +$11.1K | 0.01% | 627 |
|
|
2023
Q1 | $89.5K | Buy |
+890
| New | +$89.5K | 0.01% | 655 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$1K | – | 1216 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1059 |
|