Cerity Partners’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 | $249M | Buy |
2,473,988
+1,298,316
| +110% | +$131M | 0.44% | 40 |
|
|
2025
Q1 | $118M | Buy |
1,175,672
+62,505
| +6% | +$6.29M | 0.24% | 87 |
|
|
2024
Q4 | $112M | Sell |
1,113,167
-61,616
| -5% | -$6.18M | 0.24% | 86 |
|
|
2024
Q3 | $118M | Buy |
1,174,783
+616,225
| +110% | +$62.1M | 0.26% | 78 |
|
|
2024
Q2 | $56.3M | Sell |
558,558
-5,943
| -1% | -$599K | 0.15% | 142 |
|
|
2024
Q1 | $56.9M | Sell |
564,501
-364,511
| -39% | -$36.7M | 0.15% | 141 |
|
|
2023
Q4 | $93.2M | Sell |
929,012
-945,122
| -50% | -$94.8M | 0.31% | 70 |
|
|
2023
Q3 | $189M | Buy |
1,874,134
+1,383,646
| +282% | +$139M | 0.92% | 19 |
|
|
2023
Q2 | $49.4M | Buy |
490,488
+82,226
| +20% | +$8.27M | 0.19% | 117 |
|
|
2023
Q1 | $41.1M | Buy |
+408,262
| New | +$41.1M | 0.1% | 146 |
|