Belpointe Asset Management’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 | $39.8M | Sell |
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2025
Q1 | $78.7M | Buy |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $218K | Buy |
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