Capital Investment Advisory Services’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 | $1.81M | Buy |
18,024
+7,497
| +71% | +$755K | 0.15% | 153 |
|
|
2025
Q1 | $1.06M | Buy |
+10,527
| New | +$1.06M | 0.09% | 204 |
|
|
2024
Q2 | – | Sell |
-15,608
| Closed | -$1.57M | – | 991 |
|
|
2024
Q1 | $1.57M | Sell |
15,608
-1,992
| -11% | -$201K | 0.17% | 141 |
|
|
2023
Q4 | $1.76M | Sell |
17,600
-28,365
| -62% | -$2.84M | 0.16% | 112 |
|
|
2023
Q3 | $4.63M | Sell |
45,965
-1,885
| -4% | -$190K | 0.45% | 32 |
|
|
2023
Q2 | $4.82M | Buy |
47,850
+4,360
| +10% | +$439K | 0.48% | 32 |
|
|
2023
Q1 | $4.37M | Buy |
+43,490
| New | +$4.37M | 0.52% | 34 |
|