Financial Advisory Partners’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 | $10.4M | Sell |
103,689
-30,997
| -23% | -$3.12M | 3.28% | 6 |
|
|
2025
Q1 | $13.6M | Buy |
134,686
+98,403
| +271% | +$9.91M | 4.54% | 4 |
|
|
2024
Q4 | $3.64M | Sell |
36,283
-9,126
| -20% | -$916K | 1.21% | 33 |
|
|
2024
Q3 | $4.57M | Buy |
45,409
+11,643
| +34% | +$1.17M | 1.52% | 17 |
|
|
2024
Q2 | $3.4M | Buy |
33,766
+10,027
| +42% | +$1.01M | 1.27% | 32 |
|
|
2024
Q1 | $2.39M | Sell |
23,739
-209
| -0.9% | -$21K | 0.92% | 45 |
|
|
2023
Q4 | $2.4M | Sell |
23,948
-2,190
| -8% | -$220K | 0.87% | 47 |
|
|
2023
Q3 | $2.63M | Sell |
26,138
-7,132
| -21% | -$718K | 1.06% | 44 |
|
|
2023
Q2 | $3.35M | Sell |
33,270
-71,250
| -68% | -$7.17M | 1.29% | 42 |
|
|
2023
Q1 | $10.5M | Buy |
104,520
+14,490
| +16% | +$1.46M | 4.16% | 4 |
|
|
2022
Q4 | $9.02M | Buy |
+90,030
| New | +$9.02M | 3.71% | 5 |
|