Global Assets 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 | $1.02M | Buy |
10,114
+5,230
| +107% | +$525K | 0.4% | 63 |
|
|
2025
Q1 | $490K | Sell |
4,884
-9,885
| -67% | -$992K | 0.09% | 165 |
|
|
2024
Q4 | $1.48M | Sell |
14,769
-212
| -1% | -$21.3K | 0.82% | 29 |
|
|
2024
Q3 | $1.5M | Buy |
+14,981
| New | +$1.5M | 0.82% | 29 |
|
|
2024
Q2 | – | Sell |
-1,291,010
| Closed | -$12.9M | – | 423 |
|
|
2024
Q1 | $12.9M | Buy |
1,291,010
+1,278,504
| +10,223% | +$12.7M | 0.59% | 42 |
|
|
2023
Q4 | $1.25M | Buy |
12,506
+9,276
| +287% | +$930K | 1.63% | 18 |
|
|
2023
Q3 | $325K | Buy |
+3,230
| New | +$325K | 0.29% | 90 |
|