Gladstone Institutional Advisory’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
Q3 | $534K | Buy |
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|
2025
Q2 | $457K | Sell |
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2025
Q1 | $539K | Sell |
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|
2024
Q4 | $589K | Sell |
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|
2024
Q3 | $672K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $741K | Buy |
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|
2023
Q2 | $603K | Sell |
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|
2023
Q1 | $653K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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