IA
IFG 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 | $764K | Sell |
7,589
-962
| -11% | -$96.9K | 0.13% | 72 |
|
|
2025
Q1 | $861K | Sell |
8,551
-1,151
| -12% | -$116K | 0.17% | 57 |
|
|
2024
Q4 | $973K | Sell |
9,702
-1,496
| -13% | -$150K | 0.19% | 56 |
|
|
2024
Q3 | $1.13M | Sell |
11,198
-11,696
| -51% | -$1.18M | 0.24% | 47 |
|
|
2024
Q2 | $2.31M | Buy |
22,894
+1,530
| +7% | +$154K | 0.54% | 30 |
|
|
2024
Q1 | $2.15M | Sell |
21,364
-2,548
| -11% | -$257K | 0.56% | 27 |
|
|
2023
Q4 | $2.4M | Buy |
23,912
+19,545
| +448% | +$1.96M | 0.7% | 24 |
|
|
2023
Q3 | $440K | Buy |
4,367
+1,463
| +50% | +$147K | 0.16% | 70 |
|
|
2023
Q2 | $292K | Buy |
+2,904
| New | +$292K | 0.1% | 98 |
|