FGA
Fortis Group Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
61,135
-12,689
| -17% | -$1.28M | 1.12% | 18 |
|
|
2025
Q1 | $7.43M | Sell |
73,824
-12,592
| -15% | -$1.27M | 1.44% | 15 |
|
|
2024
Q4 | $8.67M | Sell |
86,416
-8,524
| -9% | -$855K | 1.61% | 14 |
|
|
2024
Q3 | $9.56M | Sell |
94,940
-839
| -0.9% | -$84.5K | 1.77% | 14 |
|
|
2024
Q2 | $9.65M | Sell |
95,779
-4,310
| -4% | -$434K | 1.92% | 15 |
|
|
2024
Q1 | $10.1M | Sell |
100,089
-56,741
| -36% | -$5.71M | 1.86% | 13 |
|
|
2023
Q4 | $15.8M | Hold |
156,830
| – | – | 3.91% | 5 |
|
|
2023
Q3 | $15.8M | Sell |
156,830
-11,214
| -7% | -$1.13M | 4.83% | 4 |
|
|
2023
Q2 | $16.9M | Buy |
168,044
+6,582
| +4% | +$662K | 4.49% | 3 |
|
|
2023
Q1 | $16.2M | Buy |
+161,462
| New | +$16.2M | 4.9% | 3 |
|