Envestnet Portfolio 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 | $17.9M | Sell |
177,657
-1,045
| -0.6% | -$105K | 0.07% | 139 |
|
|
2025
Q1 | $18M | Buy |
178,702
+424
| +0.2% | +$42.7K | 0.07% | 138 |
|
|
2024
Q4 | $17.9M | Buy |
178,278
+18,400
| +12% | +$1.85M | 0.06% | 150 |
|
|
2024
Q3 | $16.1M | Sell |
159,878
-11,846
| -7% | -$1.19M | 0.05% | 174 |
|
|
2024
Q2 | $17.3M | Buy |
171,724
+8,189
| +5% | +$825K | 0.06% | 160 |
|
|
2024
Q1 | $16.5M | Buy |
163,535
+10,555
| +7% | +$1.06M | 0.06% | 160 |
|
|
2023
Q4 | $15.3M | Buy |
152,980
+7,217
| +5% | +$724K | 0.06% | 150 |
|
|
2023
Q3 | $14.7M | Buy |
+145,763
| New | +$14.7M | 0.07% | 142 |
|