HAIM
Hunter Associates Investment Management’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 | $2.28M | Sell |
22,629
-17,472
| -44% | -$1.76M | 0.34% | 71 |
|
|
2025
Q1 | $4.05M | Buy |
40,101
+30,155
| +303% | +$3.04M | 0.62% | 35 |
|
|
2024
Q4 | $1.01M | Sell |
9,946
-9,177
| -48% | -$929K | 0.15% | 125 |
|
|
2024
Q3 | $1.94M | Sell |
19,123
-13,670
| -42% | -$1.38M | 0.3% | 82 |
|
|
2024
Q2 | $3.3M | Sell |
32,793
-1,001
| -3% | -$101K | 0.56% | 39 |
|
|
2024
Q1 | $3.41M | Buy |
+33,794
| New | +$3.41M | 0.57% | 40 |
|
|
2023
Q2 | – | Sell |
-2,899
| Closed | -$295K | – | 254 |
|
|
2023
Q1 | $295K | Buy |
+2,899
| New | +$295K | 0.06% | 203 |
|