Meeder Advisory Services’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 | $24M | Buy |
238,041
+9,865
| +4% | +$993K | 1.24% | 17 |
|
|
2025
Q1 | $23M | Buy |
228,176
+43,239
| +23% | +$4.35M | 1.38% | 13 |
|
|
2024
Q4 | $18.6M | Buy |
184,937
+6,280
| +4% | +$630K | 1.16% | 19 |
|
|
2024
Q3 | $18M | Buy |
+178,657
| New | +$18M | 1.17% | 16 |
|
|
2024
Q1 | – | Sell |
-3,933
| Closed | -$394K | – | 457 |
|
|
2023
Q4 | $394K | Buy |
3,933
+1,852
| +89% | +$186K | 0.05% | 300 |
|
|
2023
Q3 | $209K | Buy |
+2,081
| New | +$209K | 0.03% | 387 |
|