BIA
Bell Investment 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 | $5.09K | Buy |
51
+1
| +2% | +$100 | ﹤0.01% | 967 |
|
|
2025
Q1 | $5.03K | Buy |
+50
| New | +$5.03K | ﹤0.01% | 907 |
|
|
2024
Q4 | – | Sell |
-1,559
| Closed | -$157K | – | 1946 |
|
|
2024
Q3 | $157K | Hold |
1,559
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $157K | Hold |
1,559
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $157K | Sell |
1,559
-29,479
| -95% | -$2.97M | 0.03% | 109 |
|
|
2023
Q4 | $3.11M | Sell |
31,038
-146
| -0.5% | -$14.6K | 0.64% | 27 |
|
|
2023
Q3 | $3.14M | Sell |
31,184
-6,998
| -18% | -$704K | 0.7% | 27 |
|
|
2023
Q2 | $3.84M | Buy |
38,182
+30,076
| +371% | +$3.03M | 0.85% | 25 |
|
|
2023
Q1 | $815K | Sell |
8,106
-6,006
| -43% | -$604K | 0.19% | 45 |
|
|
2022
Q4 | $1.41M | Sell |
14,112
-22,991
| -62% | -$2.3M | 0.35% | 34 |
|
|
2022
Q3 | $3.72M | Buy |
37,103
+30,096
| +430% | +$3.02M | 1.16% | 21 |
|
|
2022
Q2 | $702K | Buy |
+7,007
| New | +$702K | 0.22% | 43 |
|