HighTower Advisors’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 | $66.3M | Buy |
658,303
+296,200
| +82% | +$29.8M | 0.08% | 250 |
|
|
2025
Q1 | $36.5M | Buy |
362,103
+49,228
| +16% | +$4.96M | 0.05% | 380 |
|
|
2024
Q4 | $31.4M | Sell |
312,875
-42,369
| -12% | -$4.25M | 0.04% | 394 |
|
|
2024
Q3 | $35.8M | Sell |
355,244
-34,100
| -9% | -$3.43M | 0.05% | 355 |
|
|
2024
Q2 | $39.2M | Buy |
389,344
+75,158
| +24% | +$7.57M | 0.06% | 319 |
|
|
2024
Q1 | $31.6M | Buy |
314,186
+36,001
| +13% | +$3.63M | 0.05% | 361 |
|
|
2023
Q4 | $27.9M | Buy |
278,185
+95,216
| +52% | +$9.55M | 0.05% | 386 |
|
|
2023
Q3 | $18.4M | Buy |
182,969
+26,646
| +17% | +$2.68M | 0.03% | 473 |
|
|
2023
Q2 | $15.7M | Buy |
156,323
+147,686
| +1,710% | +$14.9M | 0.03% | 510 |
|
|
2023
Q1 | $869K | Buy |
8,637
+3,223
| +60% | +$324K | ﹤0.01% | 1751 |
|
|
2022
Q4 | $543K | Buy |
5,414
+2,653
| +96% | +$266K | ﹤0.01% | 2060 |
|
|
2022
Q3 | $277K | Sell |
2,761
-57,601
| -95% | -$5.78M | ﹤0.01% | 2382 |
|
|
2022
Q2 | $6.05M | Buy |
+60,362
| New | +$6.05M | 0.02% | 733 |
|