HGA
Hobbs Group 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 | $2.2M | Buy |
21,857
+7,608
| +53% | +$766K | 0.75% | 25 |
|
2025
Q1 | $1.43M | Buy |
14,249
+2,368
| +20% | +$238K | 0.55% | 33 |
|
2024
Q4 | $1.19M | Buy |
11,881
+1,514
| +15% | +$152K | 0.45% | 44 |
|
2024
Q3 | $1.04M | Sell |
10,367
-620
| -6% | -$62.4K | 0.37% | 45 |
|
2024
Q2 | $1.11M | Buy |
+10,987
| New | +$1.11M | 0.42% | 41 |
|