Clearwater Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
5,575
-455
| -8% | -$45.8K | 0.05% | 100 |
|
|
2025
Q1 | $607K | Sell |
6,030
-639
| -10% | -$64.3K | 0.06% | 98 |
|
|
2024
Q4 | $669K | Buy |
6,669
+459
| +7% | +$46K | 0.07% | 91 |
|
|
2024
Q3 | $625K | Sell |
6,210
-1,674
| -21% | -$169K | 0.06% | 93 |
|
|
2024
Q2 | $794K | Buy |
7,884
+61
| +0.8% | +$6.14K | 0.08% | 77 |
|
|
2024
Q1 | $788K | Sell |
7,823
-5,143
| -40% | -$518K | 0.08% | 76 |
|
|
2023
Q4 | $1.3M | Sell |
12,966
-4,848
| -27% | -$486K | 0.15% | 65 |
|
|
2023
Q3 | $1.79M | Sell |
17,814
-480,124
| -96% | -$48.3M | 0.22% | 50 |
|
|
2023
Q2 | $50.1M | Buy |
497,938
+23,653
| +5% | +$2.38M | 5.97% | 3 |
|
|
2023
Q1 | $47.7M | Buy |
+474,285
| New | +$47.7M | 5.82% | 3 |
|