Colony Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $35M | Buy |
347,276
+82,425
| +31% | +$8.3M | 0.53% | 44 |
|
|
2023
Q2 | $26.7M | Buy |
264,851
+179,975
| +212% | +$18.1M | 0.38% | 63 |
|
|
2023
Q1 | $8.54M | Buy |
84,876
+22,928
| +37% | +$2.31M | 0.13% | 165 |
|
|
2022
Q4 | $6.2M | Buy |
61,948
+23,630
| +62% | +$2.37M | 0.09% | 206 |
|
|
2022
Q3 | $3.84M | Buy |
+38,318
| New | +$3.84M | 0.07% | 243 |
|