LPL Financial’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 | $725M | Buy |
7,203,964
+1,260,296
| +21% | +$127M | 0.24% | 88 |
|
|
2025
Q1 | $598M | Buy |
5,943,668
+1,707,474
| +40% | +$172M | 0.23% | 98 |
|
|
2024
Q4 | $425M | Buy |
4,236,194
+1,210,719
| +40% | +$121M | 0.17% | 119 |
|
|
2024
Q3 | $305M | Buy |
3,025,475
+131,664
| +5% | +$13.3M | 0.14% | 141 |
|
|
2024
Q2 | $291M | Buy |
2,893,811
+481,976
| +20% | +$48.5M | 0.15% | 132 |
|
|
2024
Q1 | $243M | Sell |
2,411,835
-124,227
| -5% | -$12.5M | 0.13% | 148 |
|
|
2023
Q4 | $254M | Buy |
2,536,062
+316,098
| +14% | +$31.7M | 0.15% | 125 |
|
|
2023
Q3 | $223M | Buy |
2,219,964
+488,294
| +28% | +$49.2M | 0.16% | 124 |
|
|
2023
Q2 | $174M | Buy |
1,731,670
+386,363
| +29% | +$38.9M | 0.12% | 144 |
|
|
2023
Q1 | $135M | Buy |
1,345,307
+751,501
| +127% | +$75.6M | 0.11% | 175 |
|
|
2022
Q4 | $59.5M | Buy |
593,806
+339,320
| +133% | +$34M | 0.05% | 347 |
|
|
2022
Q3 | $25.5M | Buy |
254,486
+176,697
| +227% | +$17.7M | 0.02% | 537 |
|
|
2022
Q2 | $7.79M | Buy |
77,789
+57,921
| +292% | +$5.8M | 0.01% | 1103 |
|
|
2022
Q1 | $1.99M | Buy |
+19,868
| New | +$1.99M | ﹤0.01% | 2060 |
|