Kayne Anderson Rudnick Investment Management’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 | $1.17M | Sell |
11,609
-4,383
| -27% | -$441K | ﹤0.01% | 373 |
|
|
2025
Q1 | $1.61M | Buy |
15,992
+6,458
| +68% | +$650K | ﹤0.01% | 357 |
|
|
2024
Q4 | $956K | Buy |
9,534
+5,849
| +159% | +$587K | ﹤0.01% | 387 |
|
|
2024
Q3 | $371K | Sell |
3,685
-2,749
| -43% | -$277K | ﹤0.01% | 414 |
|
|
2024
Q2 | $648K | Buy |
6,434
+2,619
| +69% | +$264K | ﹤0.01% | 416 |
|
|
2024
Q1 | $384K | Sell |
3,815
-5,810
| -60% | -$585K | ﹤0.01% | 427 |
|
|
2023
Q4 | $965K | Sell |
9,625
-16,543
| -63% | -$1.66M | ﹤0.01% | 366 |
|
|
2023
Q3 | $2.63M | Buy |
+26,168
| New | +$2.63M | 0.01% | 327 |
|