CIA
Concurrent Investment 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 | $14.1M | Buy |
140,007
+30,014
| +27% | +$3.02M | 0.27% | 84 |
|
|
2025
Q1 | $11.1M | Buy |
109,993
+69,845
| +174% | +$7.03M | 0.27% | 87 |
|
|
2024
Q4 | $4.03M | Buy |
40,148
+2,581
| +7% | +$259K | 0.11% | 190 |
|
|
2024
Q3 | $3.78M | Sell |
37,567
-155,350
| -81% | -$15.6M | 0.11% | 190 |
|
|
2024
Q2 | $19.4M | Buy |
192,917
+21,727
| +13% | +$2.19M | 0.64% | 28 |
|
|
2024
Q1 | $17.2M | Buy |
171,190
+148,318
| +648% | +$14.9M | 0.7% | 28 |
|
|
2023
Q4 | $2.29M | Buy |
+22,872
| New | +$2.29M | 0.11% | 203 |
|