Foundations Investment Advisors’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 | $4.17M | Buy |
41,437
+21,183
| +105% | +$2.13M | 0.07% | 224 |
|
|
2025
Q1 | $2.04M | Buy |
20,254
+6,293
| +45% | +$634K | 0.04% | 291 |
|
|
2024
Q4 | $1.4M | Buy |
13,961
+10,237
| +275% | +$1.03M | 0.03% | 346 |
|
|
2024
Q3 | $375K | Sell |
3,724
-7,139
| -66% | -$719K | 0.01% | 583 |
|
|
2024
Q2 | $1.09M | Sell |
10,863
-63,105
| -85% | -$6.36M | 0.03% | 323 |
|
|
2024
Q1 | $7.45M | Sell |
73,968
-179,272
| -71% | -$18.1M | 0.2% | 93 |
|
|
2023
Q4 | $25.4M | Buy |
253,240
+177,060
| +232% | +$17.8M | 0.68% | 29 |
|
|
2023
Q3 | $7.67M | Buy |
76,180
+66,923
| +723% | +$6.74M | 0.24% | 81 |
|
|
2023
Q2 | $932K | Sell |
9,257
-124,479
| -93% | -$12.5M | 0.03% | 273 |
|
|
2023
Q1 | $13.5M | Buy |
133,736
+364
| +0.3% | +$36.6K | 0.48% | 33 |
|
|
2022
Q4 | $13.4M | Buy |
133,372
+129,537
| +3,378% | +$13M | 0.53% | 31 |
|
|
2022
Q3 | $385K | Buy |
3,835
+12
| +0.3% | +$1.21K | 0.02% | 287 |
|
|
2022
Q2 | $382K | Buy |
+3,823
| New | +$382K | 0.02% | 268 |
|