IAIM
International Assets Investment Management’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 | $13.2M | Sell |
131,256
-6,317
| -5% | -$636K | 1.07% | 10 |
|
|
2025
Q1 | $13.8M | Buy |
137,573
+32,640
| +31% | +$3.29M | 1.21% | 7 |
|
|
2024
Q4 | $10.5M | Buy |
+104,933
| New | +$10.5M | 0.88% | 17 |
|
|
2024
Q3 | – | Sell |
-83,947
| Closed | -$8.45M | – | 2515 |
|
|
2024
Q2 | $8.45M | Buy |
83,947
+9,783
| +13% | +$985K | 0.8% | 12 |
|
|
2024
Q1 | $7.44M | Buy |
74,164
+36,192
| +95% | +$3.63M | 0.78% | 14 |
|
|
2023
Q4 | $3.81M | Sell |
37,972
-356,337
| -90% | -$35.7M | 0.48% | 30 |
|
|
2023
Q3 | $24.3M | Buy |
+394,309
| New | +$24.3M | 3.32% | 3 |
|