Equitable Holdings’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 | $5.31M | Sell |
52,692
-57,592
| -52% | -$5.8M | 0.04% | 309 |
|
|
2025
Q1 | $11.1M | Buy |
110,284
+64,470
| +141% | +$6.49M | 0.11% | 164 |
|
|
2024
Q4 | $4.6M | Sell |
45,814
-2,408
| -5% | -$242K | 0.04% | 300 |
|
|
2024
Q3 | $4.86M | Buy |
48,222
+12,430
| +35% | +$1.25M | 0.05% | 285 |
|
|
2024
Q2 | $3.6M | Buy |
35,792
+12,139
| +51% | +$1.22M | 0.04% | 330 |
|
|
2024
Q1 | $2.38M | Sell |
23,653
-3,579
| -13% | -$360K | 0.03% | 399 |
|
|
2023
Q4 | $2.73M | Buy |
27,232
+8,765
| +47% | +$879K | 0.03% | 334 |
|
|
2023
Q3 | $1.86M | Sell |
18,467
-812
| -4% | -$81.7K | 0.03% | 381 |
|
|
2023
Q2 | $1.94M | Buy |
19,279
+2,723
| +16% | +$274K | 0.03% | 364 |
|
|
2023
Q1 | $1.67M | Buy |
16,556
+7,572
| +84% | +$762K | 0.03% | 363 |
|
|
2022
Q4 | $900K | Buy |
8,984
+132
| +1% | +$13.2K | 0.02% | 468 |
|
|
2022
Q3 | $888K | Buy |
+8,852
| New | +$888K | 0.02% | 421 |
|
|
2022
Q2 | – | Sell |
-3,885
| Closed | -$389K | – | 909 |
|
|
2022
Q1 | $389K | Buy |
+3,885
| New | +$389K | 0.01% | 638 |
|