Beaumont Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $32.7M | Buy |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $3.84M | Buy |
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|
2024
Q2 | $3.13M | Buy |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $2.09M | Sell |
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|
2023
Q3 | $74.9M | Buy |
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|
2023
Q2 | $27.8M | Sell |
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|
2023
Q1 | $129M | Sell |
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|
2022
Q4 | $185M | Buy |
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|
2022
Q3 | $175M | Sell |
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|
2022
Q2 | $180M | Buy |
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|
2022
Q1 | $2.58M | Buy |
|