MML Investors 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 | $41.3M | Buy |
409,829
+68,074
| +20% | +$6.85M | 0.12% | 179 |
|
|
2025
Q1 | $34.4M | Buy |
341,755
+86,831
| +34% | +$8.74M | 0.11% | 192 |
|
|
2024
Q4 | $25.6M | Buy |
254,924
+70,009
| +38% | +$7.02M | 0.09% | 225 |
|
|
2024
Q3 | $18.6M | Buy |
184,915
+24,608
| +15% | +$2.48M | 0.07% | 283 |
|
|
2024
Q2 | $16.1M | Buy |
160,307
+40,052
| +33% | +$4.03M | 0.07% | 289 |
|
|
2024
Q1 | $12.1M | Sell |
120,255
-9,871
| -8% | -$994K | 0.05% | 357 |
|
|
2023
Q4 | $13M | Buy |
130,126
+12,410
| +11% | +$1.24M | 0.06% | 311 |
|
|
2023
Q3 | $11.9M | Buy |
117,716
+7,815
| +7% | +$787K | 0.07% | 294 |
|
|
2023
Q2 | $11.1M | Sell |
109,901
-30,648
| -22% | -$3.08M | 0.06% | 307 |
|
|
2023
Q1 | $14.1M | Buy |
140,549
+95,850
| +214% | +$9.64M | 0.1% | 222 |
|
|
2022
Q4 | $4.48M | Buy |
44,699
+14,635
| +49% | +$1.47M | 0.03% | 525 |
|
|
2022
Q3 | $3.02M | Buy |
30,064
+20,997
| +232% | +$2.11M | 0.02% | 600 |
|
|
2022
Q2 | $908K | Buy |
+9,067
| New | +$908K | 0.01% | 1090 |
|
|
2021
Q1 | – | Sell |
-4,850
| Closed | -$485K | – | 1831 |
|
|
2020
Q4 | $485K | Buy |
+4,850
| New | +$485K | 0.01% | 1169 |
|