EP Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
55,878
+42,227
| +309% | +$4.25M | 0.04% | 247 |
|
|
2025
Q1 | $1.37M | Sell |
13,651
-368
| -3% | -$37K | 0.01% | 426 |
|
|
2024
Q4 | $1.41M | Sell |
14,019
-978
| -7% | -$98.1K | 0.01% | 419 |
|
|
2024
Q3 | $1.51M | Sell |
14,997
-77
| -0.5% | -$7.76K | 0.01% | 409 |
|
|
2024
Q2 | $1.52M | Buy |
15,074
+1,390
| +10% | +$140K | 0.02% | 323 |
|
|
2024
Q1 | $1.38M | Sell |
13,684
-296
| -2% | -$29.8K | 0.02% | 320 |
|
|
2023
Q4 | $1.4M | Buy |
13,980
+3,162
| +29% | +$317K | 0.02% | 314 |
|
|
2023
Q3 | $1.09M | Sell |
10,818
-3,340
| -24% | -$336K | 0.02% | 314 |
|
|
2023
Q2 | $220K | Buy |
+14,158
| New | +$220K | ﹤0.01% | 635 |
|