Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,569
| Closed | -$2.58M | – | 745 |
|
|
2024
Q1 | $2.58M | Sell |
25,569
-36,350
| -59% | -$3.66M | 0.09% | 184 |
|
|
2023
Q4 | $6.21M | Buy |
61,919
+13,019
| +27% | +$1.31M | 0.22% | 83 |
|
|
2023
Q3 | $4.92M | Buy |
48,900
+1,055
| +2% | +$106K | 0.22% | 84 |
|
|
2023
Q2 | $4.81M | Sell |
47,845
-15,041
| -24% | -$1.51M | 0.21% | 88 |
|
|
2023
Q1 | $6.33M | Buy |
62,886
+14,096
| +29% | +$1.42M | 0.3% | 70 |
|
|
2022
Q4 | $4.89M | Buy |
+48,790
| New | +$4.89M | 1.68% | 8 |
|