MA
Mutual Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.6M | Buy |
869,949
+24,060
| +3% | +$2.42M | 2.19% | 7 |
|
|
2025
Q1 | $85.1M | Buy |
845,889
+838,483
| +11,322% | +$84.4M | 2.44% | 7 |
|
|
2024
Q4 | $744K | Sell |
7,406
-1,248
| -14% | -$125K | 0.02% | 573 |
|
|
2024
Q3 | $871K | Buy |
8,654
+3,699
| +75% | +$372K | 0.03% | 531 |
|
|
2024
Q2 | $499K | Buy |
4,955
+2,273
| +85% | +$229K | 0.02% | 693 |
|
|
2024
Q1 | $270K | Sell |
2,682
-891
| -25% | -$89.7K | 0.01% | 908 |
|
|
2023
Q4 | $358K | Sell |
3,573
-22,584
| -86% | -$2.26M | 0.01% | 758 |
|
|
2023
Q3 | $2.63M | Buy |
26,157
+20,381
| +353% | +$2.05M | 0.1% | 190 |
|
|
2023
Q2 | $581K | Buy |
+5,776
| New | +$581K | 0.02% | 591 |
|
|
2023
Q1 | – | Sell |
-32,054
| Closed | -$3.21M | – | 1011 |
|
|
2022
Q4 | $3.21M | Buy |
32,054
+7,011
| +28% | +$702K | 0.14% | 151 |
|
|
2022
Q3 | $2.51M | Buy |
+25,043
| New | +$2.51M | 0.13% | 161 |
|