IFP 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 | $348K | Sell |
3,459
-786
| -19% | -$79.1K | 0.01% | 989 |
|
|
2025
Q1 | $427K | Sell |
4,245
-1,413
| -25% | -$142K | 0.01% | 828 |
|
|
2024
Q4 | $568K | Buy |
5,658
+1,789
| +46% | +$179K | 0.02% | 693 |
|
|
2024
Q3 | $390K | Buy |
3,869
+140
| +4% | +$14.1K | 0.01% | 791 |
|
|
2024
Q2 | $376K | Buy |
3,729
+2,531
| +211% | +$255K | 0.01% | 752 |
|
|
2024
Q1 | $121K | Buy |
1,198
+279
| +30% | +$28.1K | 0.01% | 1208 |
|
|
2023
Q4 | $92.1K | Sell |
919
-241,380
| -100% | -$24.2M | ﹤0.01% | 1286 |
|
|
2023
Q3 | $24.4M | Buy |
242,299
+18,095
| +8% | +$1.82M | 1.1% | 7 |
|
|
2023
Q2 | $22.6M | Buy |
224,204
+36,722
| +20% | +$3.7M | 0.94% | 12 |
|
|
2023
Q1 | $18.8M | Buy |
187,482
+60,308
| +47% | +$6.03M | 0.82% | 18 |
|
|
2022
Q4 | $12.7M | Buy |
127,174
+126,164
| +12,491% | +$12.6M | 0.34% | 51 |
|
|
2022
Q3 | $103K | Hold |
1,010
| – | – | ﹤0.01% | 1839 |
|
|
2022
Q2 | $103K | Hold |
1,010
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q1 | $103K | Buy |
+1,010
| New | +$103K | ﹤0.01% | 1673 |
|