Gladstone Institutional Advisory’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 | $457K | Sell |
4,537
-815
| -15% | -$82.1K | 0.02% | 518 |
|
|
2025
Q1 | $539K | Sell |
5,352
-519
| -9% | -$52.3K | 0.03% | 448 |
|
|
2024
Q4 | $589K | Sell |
5,871
-798
| -12% | -$80.1K | 0.03% | 432 |
|
|
2024
Q3 | $672K | Buy |
6,669
+326
| +5% | +$32.8K | 0.03% | 384 |
|
|
2024
Q2 | $639K | Buy |
6,343
+1,640
| +35% | +$165K | 0.03% | 374 |
|
|
2024
Q1 | $474K | Sell |
4,703
-35
| -0.7% | -$3.53K | 0.03% | 423 |
|
|
2023
Q4 | $475K | Sell |
4,738
-2,620
| -36% | -$263K | 0.03% | 428 |
|
|
2023
Q3 | $741K | Buy |
7,358
+1,368
| +23% | +$138K | 0.05% | 316 |
|
|
2023
Q2 | $603K | Sell |
5,990
-502
| -8% | -$50.5K | 0.04% | 369 |
|
|
2023
Q1 | $653K | Sell |
6,492
-3,653
| -36% | -$367K | 0.04% | 356 |
|
|
2022
Q4 | $1.02M | Buy |
10,145
+1
| +0% | +$100 | 0.07% | 269 |
|
|
2022
Q3 | $1.02M | Buy |
+10,144
| New | +$1.02M | 0.08% | 264 |
|