Leavell Investment Management’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 | $13.2M | Buy |
130,982
+22,896
| +21% | +$2.31M | 0.59% | 34 |
|
|
2025
Q1 | $10.9M | Buy |
108,086
+12,959
| +14% | +$1.3M | 0.54% | 43 |
|
|
2024
Q4 | $9.54M | Buy |
95,127
+16,093
| +20% | +$1.61M | 0.47% | 52 |
|
|
2024
Q3 | $7.96M | Buy |
79,034
+2,353
| +3% | +$237K | 0.4% | 63 |
|
|
2024
Q2 | $7.72M | Buy |
76,681
+10,512
| +16% | +$1.06M | 0.43% | 63 |
|
|
2024
Q1 | $6.66M | Buy |
66,169
+15,956
| +32% | +$1.61M | 0.38% | 71 |
|
|
2023
Q4 | $5.04M | Buy |
50,213
+13,237
| +36% | +$1.33M | 0.32% | 82 |
|
|
2023
Q3 | $3.72M | Sell |
36,976
-835
| -2% | -$84.1K | 0.26% | 99 |
|
|
2023
Q2 | $3.81M | Sell |
37,811
-3,946
| -9% | -$397K | 0.26% | 102 |
|
|
2023
Q1 | $4.2M | Buy |
41,757
+12,586
| +43% | +$1.27M | 0.3% | 90 |
|
|
2022
Q4 | $2.92M | Buy |
29,171
+16,633
| +133% | +$1.67M | 0.22% | 119 |
|
|
2022
Q3 | $1.26M | Buy |
12,538
+9,556
| +320% | +$958K | 0.1% | 193 |
|
|
2022
Q2 | $299K | Buy |
+2,982
| New | +$299K | 0.02% | 370 |
|