EFG Asset Management (Americas)’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 | – | Sell |
-4,020
| Closed | -$405K | – | 144 |
|
|
2025
Q1 | $405K | Hold |
4,020
| – | – | 0.08% | 131 |
|
|
2024
Q4 | $403K | Sell |
4,020
-279
| -6% | -$28K | 0.08% | 117 |
|
|
2024
Q3 | $433K | Buy |
4,299
+842
| +24% | +$84.8K | 0.08% | 117 |
|
|
2024
Q2 | $348K | Buy |
+3,457
| New | +$348K | 0.07% | 119 |
|
|
2024
Q1 | – | Sell |
-3,457
| Closed | -$347K | – | 141 |
|
|
2023
Q4 | $347K | Buy |
3,457
+802
| +30% | +$80.4K | 0.07% | 120 |
|
|
2023
Q3 | $266K | Buy |
+2,655
| New | +$266K | 0.06% | 130 |
|