Eldridge Investment Advisors’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 | $560K | Sell |
5,582
-1,705
| -23% | -$171K | 0.12% | 107 |
|
|
2025
Q1 | $734K | Sell |
7,287
-13,699
| -65% | -$1.38M | 0.17% | 91 |
|
|
2024
Q4 | $2.11M | Buy |
20,986
+1,052
| +5% | +$106K | 0.49% | 48 |
|
|
2024
Q3 | $2.01M | Sell |
19,934
-2,316
| -10% | -$233K | 0.47% | 47 |
|
|
2024
Q2 | $2.24M | Sell |
22,250
-15,048
| -40% | -$1.52M | 0.56% | 42 |
|
|
2024
Q1 | $3.76M | Sell |
37,298
-9,975
| -21% | -$1M | 0.96% | 26 |
|
|
2023
Q4 | $4.74M | Sell |
47,273
-30,686
| -39% | -$3.08M | 1.24% | 19 |
|
|
2023
Q3 | $7.82M | Sell |
77,959
-1,437
| -2% | -$144K | 2.59% | 10 |
|
|
2023
Q2 | $7.99M | Buy |
79,396
+22,125
| +39% | +$2.23M | 2.61% | 8 |
|
|
2023
Q1 | $5.76M | Buy |
+57,271
| New | +$5.76M | 2% | 11 |
|