Great Valley Advisor Group’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 | $2M | Buy |
19,895
+2,577
| +15% | +$260K | 0.04% | 317 |
|
|
2025
Q1 | $1.74M | Buy |
17,318
+3,320
| +24% | +$334K | 0.04% | 337 |
|
|
2024
Q4 | $1.4M | Buy |
13,998
+1,000
| +8% | +$100K | 0.03% | 380 |
|
|
2024
Q3 | $1.31M | Buy |
12,998
+6,852
| +111% | +$690K | 0.03% | 382 |
|
|
2024
Q2 | $619K | Buy |
6,146
+1,753
| +40% | +$177K | 0.02% | 485 |
|
|
2024
Q1 | $442K | Sell |
4,393
-367
| -8% | -$37K | 0.01% | 519 |
|
|
2023
Q4 | $477K | Sell |
4,760
-540
| -10% | -$54.1K | 0.02% | 471 |
|
|
2023
Q3 | $534K | Buy |
+5,300
| New | +$534K | 0.02% | 423 |
|