Bell Investment 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 | $5.09K | Buy |
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2025
Q1 | $5.03K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $157K | Hold |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $3.14M | Sell |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $702K | Buy |
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