Great Valley Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.71M | Buy |
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|
2025
Q4 | $3.17M | Buy |
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2025
Q3 | $2.11M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $534K | Buy |
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