HFA
Highland Financial Advisors’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 | $10.2M | Sell |
101,656
-481
| -0.5% | -$48.4K | 3.29% | 11 |
|
|
2025
Q1 | $10.3M | Buy |
102,137
+2,508
| +3% | +$252K | 3.68% | 10 |
|
|
2024
Q4 | $10M | Buy |
99,629
+887
| +0.9% | +$89K | 3.46% | 11 |
|
|
2024
Q3 | $9.95M | Buy |
98,742
+5,711
| +6% | +$575K | 3.53% | 11 |
|
|
2024
Q2 | $9.37M | Sell |
93,031
-30,077
| -24% | -$3.03M | 3.48% | 12 |
|
|
2024
Q1 | $12.4M | Buy |
123,108
+57,272
| +87% | +$5.77M | 4.96% | 8 |
|
|
2023
Q4 | $6.6M | Buy |
65,836
+57,311
| +672% | +$5.75M | 2.87% | 12 |
|
|
2023
Q3 | $858K | Sell |
8,525
-885
| -9% | -$89.1K | 0.44% | 26 |
|
|
2023
Q2 | $947K | Buy |
9,410
+1,160
| +14% | +$117K | 0.49% | 26 |
|
|
2023
Q1 | $830K | Buy |
+8,250
| New | +$830K | 0.45% | 28 |
|