Dynamic Advisor Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
4,704
-1,092
| -19% | -$110K | 0.01% | 621 |
|
|
2025
Q1 | $583K | Buy |
5,796
+842
| +17% | +$84.8K | 0.02% | 547 |
|
|
2024
Q4 | $497K | Sell |
4,954
-994
| -17% | -$99.7K | 0.02% | 434 |
|
|
2024
Q3 | $599K | Sell |
5,948
-955
| -14% | -$96.2K | 0.02% | 574 |
|
|
2024
Q2 | $695K | Sell |
6,903
-231
| -3% | -$23.3K | 0.02% | 542 |
|
|
2024
Q1 | $718K | Sell |
7,134
-4,895
| -41% | -$493K | 0.02% | 509 |
|
|
2023
Q4 | $1.21M | Sell |
12,029
-6,844
| -36% | -$687K | 0.05% | 374 |
|
|
2023
Q3 | $1.9M | Buy |
18,873
+6,614
| +54% | +$666K | 0.09% | 241 |
|
|
2023
Q2 | $1.23M | Sell |
12,259
-818
| -6% | -$82.3K | 0.06% | 295 |
|
|
2023
Q1 | $1.32M | Buy |
+13,077
| New | +$1.32M | 0.08% | 275 |
|