Choate Investment 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 | $175M | Buy |
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2025
Q1 | $78.9M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $2.06M | Hold |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $7.37M | Sell |
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|
2022
Q3 | $186M | Buy |
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|
2022
Q2 | $137M | Buy |
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|
2022
Q1 | $73.9M | Buy |
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|
2021
Q4 | $66.9M | Buy |
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|
2021
Q3 | $52.9M | Buy |
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