Laurel Wealth Advisors (North Carolina)’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 | $227M | Buy |
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2025
Q1 | $21.9M | Buy |
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|
2024
Q4 | $20.8M | Buy |
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|
2024
Q3 | $19.8M | Buy |
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|
2024
Q2 | $18M | Buy |
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|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $9.63M | Buy |
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|
2023
Q2 | $8.8M | Buy |
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|
2023
Q1 | $8.56M | Sell |
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|
2022
Q4 | $9.16M | Sell |
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|
2022
Q3 | $9.42M | Buy |
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|
2022
Q2 | $7.76M | Buy |
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|
2022
Q1 | $6.93M | Buy |
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|
2021
Q4 | $4.87M | Buy |
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|
2021
Q3 | $3.75M | Buy |
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|
2021
Q2 | $2.96M | Buy |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $475K | Buy |
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