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GM Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122M | Sell |
1,210,980
-272,446
| -18% | -$27.4M | 6.03% | 2 |
|
|
2025
Q1 | $149M | Buy |
1,483,426
+146,540
| +11% | +$14.8M | 8.06% | 2 |
|
|
2024
Q4 | $134M | Buy |
1,336,886
+383,084
| +40% | +$38.4M | 7.42% | 2 |
|
|
2024
Q3 | $96.1M | Buy |
953,802
+192,891
| +25% | +$19.4M | 5.76% | 3 |
|
|
2024
Q2 | $76.6M | Sell |
760,911
-5,331
| -0.7% | -$537K | 4.94% | 3 |
|
|
2024
Q1 | $77.2M | Sell |
766,242
-341,828
| -31% | -$34.4M | 5.41% | 3 |
|
|
2023
Q4 | $111M | Sell |
1,108,070
-168,984
| -13% | -$16.9M | 8.39% | 2 |
|
|
2023
Q3 | $129M | Buy |
1,277,054
+296,315
| +30% | +$29.8M | 10.5% | 2 |
|
|
2023
Q2 | $98.7M | Buy |
980,739
+145,435
| +17% | +$14.6M | 8.17% | 3 |
|
|
2023
Q1 | $84M | Buy |
835,304
+253,932
| +44% | +$25.5M | 7.65% | 3 |
|
|
2022
Q4 | $58.2M | Buy |
581,372
+78,538
| +16% | +$7.86M | 6.21% | 4 |
|
|
2022
Q3 | $50.4M | Buy |
+502,834
| New | +$50.4M | 6.34% | 5 |
|
|
2021
Q2 | – | Sell |
-11,725
| Closed | -$1.17M | – | 214 |
|
|
2021
Q1 | $1.17M | Buy |
+11,725
| New | +$1.17M | 0.14% | 73 |
|