Kovitz Investment Group Partners’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 | $137M | Buy |
1,357,194
+457,682
| +51% | +$46.1M | 0.58% | 43 |
|
|
2025
Q1 | $90.6M | Buy |
899,512
+447,764
| +99% | +$45.1M | 0.45% | 62 |
|
|
2024
Q4 | $45.3M | Buy |
451,748
+129,389
| +40% | +$13M | 0.22% | 95 |
|
|
2024
Q3 | $21.2M | Buy |
322,359
+183,740
| +133% | +$12.1M | 0.15% | 129 |
|
|
2024
Q2 | $14M | Sell |
138,619
-12,584
| -8% | -$1.27M | 0.12% | 126 |
|
|
2024
Q1 | $15.2M | Buy |
+151,203
| New | +$15.2M | 0.19% | 74 |
|