JCIA
Jackson Creek Investment Advisors’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
Q1 | – | Sell |
-4,104
| Closed | -$412K | – | 369 |
|
|
2024
Q4 | $412K | Sell |
4,104
-13,400
| -77% | -$1.35M | 0.12% | 249 |
|
|
2024
Q3 | $1.76M | Buy |
17,504
+2,304
| +15% | +$232K | 0.52% | 40 |
|
|
2024
Q2 | $1.53M | Buy |
15,200
+350
| +2% | +$35.3K | 0.56% | 20 |
|
|
2024
Q1 | $1.5M | Sell |
14,850
-153
| -1% | -$15.4K | 0.53% | 15 |
|
|
2023
Q4 | $1.5M | Sell |
15,003
-3,681
| -20% | -$369K | 0.58% | 11 |
|
|
2023
Q3 | $1.88M | Sell |
18,684
-3,505
| -16% | -$353K | 0.79% | 6 |
|
|
2023
Q2 | $2.23M | Buy |
22,189
+7,998
| +56% | +$805K | 0.89% | 5 |
|
|
2023
Q1 | $1.43M | Buy |
+14,191
| New | +$1.43M | 0.6% | 9 |
|