Foundations Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
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2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $7.45M | Sell |
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|
2023
Q4 | $25.4M | Buy |
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|
2023
Q3 | $7.67M | Buy |
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|
2023
Q2 | $932K | Sell |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $13.4M | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $382K | Buy |
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