Confluence Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $281M | Buy |
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2026
Q1 | $177M | Sell |
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|
2025
Q4 | $210M | Sell |
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2025
Q3 | $262M | Buy |
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|
2025
Q2 | $239M | Buy |
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|
2025
Q1 | $196M | Buy |
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|
2024
Q4 | $143M | Buy |
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|
2024
Q3 | $109M | Sell |
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|
2024
Q2 | $136M | Buy |
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|
2024
Q1 | $91.4M | Sell |
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|
2023
Q4 | $99.5M | Buy |
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