B. Riley Wealth Advisors’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 | $4.43M | Buy |
+44,027
| New | +$4.43M | 0.21% | 100 |
|
|
2024
Q4 | $4.38M | Buy |
43,678
+9,967
| +30% | +$1,000K | 0.14% | 154 |
|
|
2024
Q3 | $3.4M | Buy |
33,711
+2,888
| +9% | +$291K | 0.09% | 212 |
|
|
2024
Q2 | $3.1M | Buy |
30,823
+18,269
| +146% | +$1.84M | 0.08% | 236 |
|
|
2024
Q1 | $1.26M | Sell |
12,554
-21,254
| -63% | -$2.14M | 0.03% | 461 |
|
|
2023
Q4 | $3.39M | Buy |
33,808
+21,254
| +169% | +$2.13M | 0.09% | 229 |
|
|
2023
Q3 | $1.26M | Buy |
12,554
+9,110
| +265% | +$917K | 0.03% | 461 |
|
|
2023
Q2 | $347K | Sell |
3,444
-32,868
| -91% | -$3.31M | 0.01% | 1039 |
|
|
2023
Q1 | $3.65M | Sell |
36,312
-33,061
| -48% | -$3.33M | 0.1% | 213 |
|
|
2022
Q4 | $6.95M | Buy |
69,373
+6,093
| +10% | +$610K | 0.19% | 119 |
|
|
2022
Q3 | $6.35M | Buy |
+63,280
| New | +$6.35M | 0.19% | 118 |
|