IFS 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 | $21.5M | Buy |
213,689
+8,991
| +4% | +$905K | 16.28% | 2 |
|
|
2025
Q1 | $20.6M | Buy |
204,698
+8,527
| +4% | +$858K | 16.73% | 2 |
|
|
2024
Q4 | $19.7M | Sell |
196,171
-942
| -0.5% | -$94.5K | 15.47% | 2 |
|
|
2024
Q3 | $19.9M | Buy |
197,113
+13,992
| +8% | +$1.41M | 15.72% | 2 |
|
|
2024
Q2 | $18.4M | Buy |
183,121
+26,387
| +17% | +$2.66M | 15.55% | 2 |
|
|
2024
Q1 | $15.8M | Buy |
+156,734
| New | +$15.8M | 13.78% | 2 |
|