Cerity Partners’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 | $187M | Sell |
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2025
Q2 | $249M | Buy |
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2025
Q1 | $118M | Buy |
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|
2024
Q4 | $112M | Sell |
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|
2024
Q3 | $118M | Buy |
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|
2024
Q2 | $56.3M | Sell |
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|
2024
Q1 | $56.9M | Sell |
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|
2023
Q4 | $93.2M | Sell |
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|
2023
Q3 | $189M | Buy |
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|
2023
Q2 | $49.4M | Buy |
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|
2023
Q1 | $41.1M | Buy |
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