Leavell Investment Management’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
Q3
$13.9M Buy
2025
Q2
$13.2M Buy
2025
Q1
$10.9M Buy
2024
Q4
$9.54M Buy
2024
Q3
$7.96M Buy
2024
Q2
$7.72M Buy
2024
Q1
$6.66M Buy
2023
Q4
$5.04M Buy
2023
Q3
$3.72M Sell
2023
Q2
$3.81M Sell
2023
Q1
$4.2M Buy
2022
Q4
$2.92M Buy
2022
Q3
$1.26M Buy
2022
Q2
$299K Buy