CAPTRUST Financial Advisors’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 | $179M | Buy |
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2025
Q1 | $138M | Buy |
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|
2024
Q4 | $103M | Sell |
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|
2024
Q3 | $105M | Sell |
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|
2024
Q2 | $126M | Buy |
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|
2024
Q1 | $113M | Sell |
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|
2023
Q4 | $120M | Buy |
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|
2023
Q3 | $98.7M | Buy |
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|
2023
Q2 | $29.2M | Buy |
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|
2023
Q1 | $24.7M | Buy |
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|
2022
Q4 | $23.2M | Buy |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $83K | Buy |
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