Klaas Financial Asset Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $874K | Buy |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $958K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $980K | Buy |
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|
2023
Q1 | $790K | Buy |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $1.21M | Hold |
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|
2022
Q2 | $1.21M | Hold |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $367K | Sell |
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|
2020
Q4 | $735K | Buy |
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