Capital Advisors Ltd’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
Q3 | $541K | Sell |
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2025
Q2 | $591K | Buy |
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2025
Q1 | $511K | Sell |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $809K | Sell |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $303K | Buy |
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