Evanson Asset Management’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 | $574K | Buy |
5,705
+847
| +17% | +$85.3K | 0.04% | 182 |
|
|
2025
Q1 | $489K | Buy |
4,858
+2,219
| +84% | +$223K | 0.03% | 179 |
|
|
2024
Q4 | $265K | Sell |
2,639
-451
| -15% | -$45.2K | 0.02% | 261 |
|
|
2024
Q3 | $311K | Buy |
+3,090
| New | +$311K | 0.02% | 242 |
|
|
2023
Q1 | – | Sell |
-3,734
| Closed | -$374K | – | 279 |
|
|
2022
Q4 | $374K | Buy |
3,734
+715
| +24% | +$71.6K | 0.04% | 181 |
|
|
2022
Q3 | $303K | Buy |
+3,019
| New | +$303K | 0.04% | 203 |
|