Belpointe Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8M | Sell |
395,173
-386,610
| -49% | -$38.9M | 1.66% | 11 |
|
|
2025
Q1 | $78.7M | Buy |
781,783
+775,779
| +12,921% | +$78.1M | 4.1% | 1 |
|
|
2024
Q4 | $605K | Sell |
6,004
-105
| -2% | -$10.6K | 0.04% | 467 |
|
|
2024
Q3 | $615K | Buy |
6,109
+405
| +7% | +$40.8K | 0.04% | 447 |
|
|
2024
Q2 | $574K | Sell |
5,704
-19,036
| -77% | -$1.92M | 0.04% | 427 |
|
|
2024
Q1 | $2.49M | Sell |
24,740
-1,562
| -6% | -$157K | 0.19% | 114 |
|
|
2023
Q4 | $2.64M | Buy |
26,302
+23,216
| +752% | +$2.33M | 0.23% | 83 |
|
|
2023
Q3 | $311K | Buy |
3,086
+99
| +3% | +$9.97K | 0.03% | 467 |
|
|
2023
Q2 | $301K | Buy |
2,987
+1,506
| +102% | +$152K | 0.03% | 448 |
|
|
2023
Q1 | $149K | Sell |
1,481
-708
| -32% | -$71.2K | 0.01% | 1085 |
|
|
2022
Q4 | $219K | Sell |
2,189
-1,913
| -47% | -$192K | 0.01% | 853 |
|
|
2022
Q3 | $411K | Sell |
4,102
-927
| -18% | -$92.9K | 0.03% | 581 |
|
|
2022
Q2 | $504K | Buy |
5,029
+2,554
| +103% | +$256K | 0.03% | 479 |
|
|
2022
Q1 | $248K | Buy |
2,475
+295
| +14% | +$29.6K | 0.02% | 813 |
|
|
2021
Q4 | $218K | Buy |
+2,180
| New | +$218K | 0.01% | 856 |
|