Kestra Private Wealth Services’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 | $20.2M | Buy |
200,365
+9,178
| +5% | +$924K | 0.29% | 67 |
|
|
2025
Q1 | $19.2M | Buy |
191,187
+26,553
| +16% | +$2.67M | 0.32% | 66 |
|
|
2024
Q4 | $16.5M | Buy |
164,634
+145,814
| +775% | +$14.6M | 0.28% | 75 |
|
|
2024
Q3 | $1.9M | Sell |
18,820
-14,619
| -44% | -$1.47M | 0.03% | 434 |
|
|
2024
Q2 | $3.37M | Buy |
33,439
+17,642
| +112% | +$1.78M | 0.07% | 277 |
|
|
2024
Q1 | $1.59M | Buy |
15,797
+2,753
| +21% | +$277K | 0.04% | 438 |
|
|
2023
Q4 | $1.31M | Buy |
13,044
+10,503
| +413% | +$1.05M | 0.03% | 452 |
|
|
2023
Q3 | $256K | Buy |
2,541
+32
| +1% | +$3.22K | 0.01% | 937 |
|
|
2023
Q2 | $252K | Buy |
+2,509
| New | +$252K | 0.01% | 878 |
|