CIA
Choate Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Buy |
1,739,491
+955,843
| +122% | +$96.2M | 3.8% | 3 |
|
|
2025
Q1 | $78.9M | Buy |
783,648
+773,141
| +7,358% | +$77.8M | 1.96% | 8 |
|
|
2024
Q4 | $1.05M | Buy |
10,507
+805
| +8% | +$80.8K | 0.03% | 185 |
|
|
2024
Q3 | $977K | Sell |
9,702
-338
| -3% | -$34K | 0.02% | 201 |
|
|
2024
Q2 | $1.01M | Sell |
10,040
-85
| -0.8% | -$8.56K | 0.03% | 189 |
|
|
2024
Q1 | $1.02M | Sell |
10,125
-10,150
| -50% | -$1.02M | 0.03% | 200 |
|
|
2023
Q4 | $2.03M | Sell |
20,275
-205
| -1% | -$20.6K | 0.06% | 127 |
|
|
2023
Q3 | $2.06M | Hold |
20,480
| – | – | 0.08% | 107 |
|
|
2023
Q2 | $2.06M | Sell |
20,480
-6,432
| -24% | -$647K | 0.09% | 91 |
|
|
2023
Q1 | $2.71M | Sell |
26,912
-46,705
| -63% | -$4.7M | 0.13% | 69 |
|
|
2022
Q4 | $7.37M | Sell |
73,617
-1,785,503
| -96% | -$179M | 0.44% | 28 |
|
|
2022
Q3 | $186M | Buy |
1,859,120
+486,607
| +35% | +$48.8M | 12.28% | 3 |
|
|
2022
Q2 | $137M | Buy |
1,372,513
+633,406
| +86% | +$63.4M | 8.34% | 3 |
|
|
2022
Q1 | $73.9M | Buy |
739,107
+69,837
| +10% | +$6.99M | 3.93% | 5 |
|
|
2021
Q4 | $66.9M | Buy |
669,270
+140,418
| +27% | +$14M | 3.91% | 5 |
|
|
2021
Q3 | $52.9M | Buy |
+528,852
| New | +$52.9M | 3.38% | 5 |
|