CAL
Capital Advisors Ltd’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 | $591K | Buy |
5,870
+795
| +16% | +$80K | 0.07% | 147 |
|
|
2025
Q1 | $511K | Sell |
5,075
-603
| -11% | -$60.7K | 0.07% | 154 |
|
|
2024
Q4 | $570K | Buy |
5,678
+511
| +10% | +$51.3K | 0.07% | 145 |
|
|
2024
Q3 | $520K | Sell |
5,167
-5,167
| -50% | -$520K | 0.06% | 154 |
|
|
2024
Q2 | $1.04M | Sell |
10,334
-2,313
| -18% | -$233K | 0.14% | 95 |
|
|
2024
Q1 | $1.27M | Buy |
12,647
+184
| +1% | +$18.5K | 0.17% | 82 |
|
|
2023
Q4 | $1.25M | Buy |
12,463
+4,430
| +55% | +$444K | 0.18% | 75 |
|
|
2023
Q3 | $809K | Sell |
8,033
-7
| -0.1% | -$705 | 0.12% | 103 |
|
|
2023
Q2 | $809K | Buy |
8,040
+5,029
| +167% | +$506K | 0.12% | 103 |
|
|
2023
Q1 | $303K | Buy |
+3,011
| New | +$303K | 0.05% | 183 |
|