CIBC Private Wealth Group’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 | $158M | Sell |
1,571,625
-1,739,594
| -53% | -$175M | 0.28% | 94 |
|
|
2025
Q1 | $333M | Buy |
3,311,219
+3,227,812
| +3,870% | +$324M | 0.7% | 35 |
|
|
2024
Q4 | $8.37M | Buy |
83,407
+23,241
| +39% | +$2.33M | 0.02% | 355 |
|
|
2024
Q3 | $6.06M | Buy |
60,166
+22,642
| +60% | +$2.28M | 0.01% | 397 |
|
|
2024
Q2 | $3.77M | Buy |
37,524
+3,949
| +12% | +$397K | 0.01% | 447 |
|
|
2024
Q1 | $3.37M | Buy |
33,575
+24,829
| +284% | +$2.49M | 0.01% | 460 |
|
|
2023
Q4 | $877K | Buy |
8,746
+317
| +4% | +$31.8K | ﹤0.01% | 660 |
|
|
2023
Q3 | $849K | Buy |
+8,429
| New | +$849K | ﹤0.01% | 641 |
|