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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