CA
Clearstead 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 | $8.51M | Sell |
84,514
-17,200
| -17% | -$1.73M | 0.12% | 142 |
|
|
2025
Q1 | $10.2M | Sell |
101,714
-8,403
| -8% | -$846K | 0.16% | 125 |
|
|
2024
Q4 | $11M | Sell |
110,117
-2,906
| -3% | -$292K | 0.17% | 122 |
|
|
2024
Q3 | $11.4M | Sell |
113,023
-15,620
| -12% | -$1.57M | 0.18% | 116 |
|
|
2024
Q2 | $13M | Buy |
128,643
+3,264
| +3% | +$329K | 0.22% | 95 |
|
|
2024
Q1 | $12.6M | Sell |
125,379
-49,895
| -28% | -$5.01M | 0.62% | 33 |
|
|
2023
Q4 | $17.6M | Sell |
175,274
-116,724
| -40% | -$11.7M | 0.93% | 24 |
|
|
2023
Q3 | $29.4M | Buy |
291,998
+142,138
| +95% | +$14.3M | 0.85% | 24 |
|
|
2023
Q2 | $15.1M | Sell |
149,860
-11,724
| -7% | -$1.18M | 0.91% | 21 |
|
|
2023
Q1 | $16.3M | Buy |
161,584
+184
| +0.1% | +$18.5K | 1.18% | 14 |
|
|
2022
Q4 | $16.2M | Buy |
+161,400
| New | +$16.2M | 1.27% | 14 |
|