DAS
Diversify Advisory Services’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 | $3.12M | Sell |
31,066
-40,883
| -57% | -$4.11M | 0.12% | 126 |
|
|
2025
Q1 | $7.24M | Buy |
71,949
+13,544
| +23% | +$1.36M | 0.45% | 40 |
|
|
2024
Q4 | $5.87M | Buy |
58,405
+1,737
| +3% | +$174K | 0.32% | 41 |
|
|
2024
Q3 | $5.7M | Buy |
56,668
+19,366
| +52% | +$1.95M | 0.31% | 61 |
|
|
2024
Q2 | $3.75M | Buy |
+37,302
| New | +$3.75M | 0.21% | 88 |
|