GHP 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 | $449K | Buy |
4,456
+2,458
| +123% | +$247K | 0.02% | 309 |
|
|
2025
Q1 | $201K | Sell |
1,998
-1,578
| -44% | -$159K | 0.01% | 376 |
|
|
2024
Q4 | $359K | Sell |
3,576
-2,318
| -39% | -$233K | 0.02% | 324 |
|
|
2024
Q3 | $594K | Buy |
5,894
+5,469
| +1,287% | +$551K | 0.03% | 291 |
|
|
2024
Q2 | $42.8K | Buy |
425
+27
| +7% | +$2.72K | ﹤0.01% | 514 |
|
|
2024
Q1 | $40.1K | Buy |
398
+199
| +100% | +$20K | ﹤0.01% | 518 |
|
|
2023
Q4 | $20K | Hold |
199
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $20K | Hold |
199
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $20K | Buy |
+199
| New | +$20K | ﹤0.01% | 583 |
|