BFA
Beaumont Financial Advisors’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 | $4.44M | Sell |
44,102
-280,497
| -86% | -$28.2M | 0.32% | 57 |
|
|
2025
Q1 | $32.7M | Buy |
324,599
+284,119
| +702% | +$28.6M | 2.56% | 7 |
|
|
2024
Q4 | $4.06M | Buy |
40,480
+2,352
| +6% | +$236K | 0.3% | 60 |
|
|
2024
Q3 | $3.84M | Buy |
38,128
+7,052
| +23% | +$710K | 0.3% | 59 |
|
|
2024
Q2 | $3.13M | Buy |
31,076
+11,603
| +60% | +$1.17M | 0.25% | 66 |
|
|
2024
Q1 | $1.96M | Sell |
19,473
-1,420
| -7% | -$143K | 0.16% | 87 |
|
|
2023
Q4 | $2.09M | Sell |
20,893
-723,121
| -97% | -$72.5M | 0.19% | 79 |
|
|
2023
Q3 | $74.9M | Buy |
744,014
+468,162
| +170% | +$47.1M | 7.48% | 1 |
|
|
2023
Q2 | $27.8M | Sell |
275,852
-1,004,946
| -78% | -$101M | 2.56% | 9 |
|
|
2023
Q1 | $129M | Sell |
1,280,798
-566,250
| -31% | -$57M | 13.04% | 1 |
|
|
2022
Q4 | $185M | Buy |
1,847,048
+106,273
| +6% | +$10.6M | 18.58% | 1 |
|
|
2022
Q3 | $175M | Sell |
1,740,775
-58,865
| -3% | -$5.9M | 16.74% | 1 |
|
|
2022
Q2 | $180M | Buy |
1,799,640
+1,773,902
| +6,892% | +$178M | 16.17% | 1 |
|
|
2022
Q1 | $2.58M | Buy |
+25,738
| New | +$2.58M | 0.2% | 93 |
|