CGA
Crescent Grove 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 | $15M | Buy |
148,874
+24,795
| +20% | +$2.5M | 1.45% | 21 |
|
|
2025
Q1 | $12.5M | Sell |
124,079
-18,695
| -13% | -$1.88M | 1.3% | 22 |
|
|
2024
Q4 | $14.3M | Sell |
142,774
-2,379
| -2% | -$239K | 1.42% | 18 |
|
|
2024
Q3 | $14.6M | Sell |
145,153
-19,471
| -12% | -$1.96M | 1.49% | 20 |
|
|
2024
Q2 | $16.6M | Buy |
164,624
+11,150
| +7% | +$1.12M | 1.82% | 14 |
|
|
2024
Q1 | $15.5M | Buy |
153,474
+46,732
| +44% | +$4.71M | 1.61% | 16 |
|
|
2023
Q4 | $10.7M | Buy |
106,742
+14,294
| +15% | +$1.43M | 1.19% | 22 |
|
|
2023
Q3 | $9.31M | Buy |
92,448
+63,608
| +221% | +$6.4M | 1.16% | 20 |
|
|
2023
Q2 | $2.9M | Sell |
28,840
-1,434
| -5% | -$144K | 0.31% | 57 |
|
|
2023
Q1 | $3.04M | Buy |
30,274
+21,470
| +244% | +$2.16M | 0.35% | 50 |
|
|
2022
Q4 | $882K | Buy |
+8,804
| New | +$882K | 0.09% | 122 |
|