Lido Advisors’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
$17.4M Buy
172,906
+33,211
+24% +$3.34M 0.07% 166
2025
Q1
$14.1M Buy
139,695
+32,830
+31% +$3.31M 0.06% 182
2024
Q4
$10.7M Buy
106,865
+42,263
+65% +$4.24M 0.05% 199
2024
Q3
$6.51M Buy
64,602
+27,272
+73% +$2.75M 0.03% 254
2024
Q2
$3.76M Buy
37,330
+8,988
+32% +$905K 0.02% 307
2024
Q1
$2.85M Buy
28,342
+7,021
+33% +$707K 0.02% 343
2023
Q4
$2.14M Buy
21,321
+9,170
+75% +$919K 0.01% 375
2023
Q3
$1.22M Sell
12,151
-39,878
-77% -$4.01M 0.01% 444
2023
Q2
$5.24M Buy
52,029
+34,728
+201% +$3.49M 0.04% 207
2023
Q1
$1.74M Buy
17,301
+4,663
+37% +$469K 0.02% 346
2022
Q4
$1.27M Sell
12,638
-13,475
-52% -$1.35M 0.02% 334
2022
Q3
$2.62M Buy
+26,113
New +$2.62M 0.03% 200