CI
CX Institutional’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 | $156M | Buy |
1,545,788
+1,103,475
| +249% | +$111M | 5.43% | 1 |
|
|
2025
Q1 | $44.5M | Sell |
442,313
-280,352
| -39% | -$28.2M | 1.68% | 14 |
|
|
2024
Q4 | $72.5M | Buy |
722,665
+121,900
| +20% | +$12.2M | 2.88% | 2 |
|
|
2024
Q3 | $60.5M | Buy |
600,765
+386,713
| +181% | +$38.9M | 2.69% | 1 |
|
|
2024
Q2 | $21.6M | Sell |
214,052
-81,077
| -27% | -$8.17M | 1.01% | 23 |
|
|
2024
Q1 | $29.7M | Sell |
295,129
-100,738
| -25% | -$10.1M | 1.43% | 15 |
|
|
2023
Q4 | $39.7M | Buy |
+395,867
| New | +$39.7M | 2.12% | 2 |
|