Integrated Advisors Network’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 | $5.13M | Buy |
50,969
+30,045
| +144% | +$3.03M | 0.23% | 109 |
|
|
2025
Q1 | $2.11M | Buy |
20,924
+13,366
| +177% | +$1.35M | 0.11% | 199 |
|
|
2024
Q4 | $758K | Buy |
7,558
+3,850
| +104% | +$386K | 0.04% | 353 |
|
|
2024
Q3 | $373K | Sell |
3,708
-1,400
| -27% | -$141K | 0.02% | 538 |
|
|
2024
Q2 | $514K | Sell |
5,108
-1,214
| -19% | -$122K | 0.03% | 431 |
|
|
2024
Q1 | $637K | Buy |
6,322
+3,487
| +123% | +$351K | 0.03% | 397 |
|
|
2023
Q4 | $284K | Sell |
2,835
-9,585
| -77% | -$961K | 0.02% | 566 |
|
|
2023
Q3 | $1.25M | Sell |
12,420
-6
| -0% | -$604 | 0.08% | 241 |
|
|
2023
Q2 | $1.25M | Buy |
12,426
+620
| +5% | +$62.4K | 0.07% | 249 |
|
|
2023
Q1 | $1.19M | Sell |
11,806
-1,050
| -8% | -$106K | 0.07% | 260 |
|
|
2022
Q4 | $1.29M | Buy |
12,856
+10,186
| +381% | +$1.02M | 0.08% | 246 |
|
|
2022
Q3 | $268K | Buy |
+2,670
| New | +$268K | 0.02% | 528 |
|