NewEdge 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 | $9.14M | Buy |
90,808
+6,954
| +8% | +$700K | 0.05% | 388 |
|
|
2025
Q1 | $8.44M | Buy |
83,854
+19,613
| +31% | +$1.97M | 0.05% | 363 |
|
|
2024
Q4 | $6.44M | Buy |
64,241
+3,386
| +6% | +$340K | 0.04% | 415 |
|
|
2024
Q3 | $6.13M | Sell |
60,855
-7,944
| -12% | -$800K | 0.04% | 414 |
|
|
2024
Q2 | $6.93M | Buy |
68,799
+5,137
| +8% | +$517K | 0.05% | 353 |
|
|
2024
Q1 | $6.41M | Sell |
63,662
-33,987
| -35% | -$3.42M | 0.06% | 326 |
|
|
2023
Q4 | $9.79M | Buy |
97,649
+38,077
| +64% | +$3.82M | 0.09% | 211 |
|
|
2023
Q3 | $6M | Buy |
59,572
+7,949
| +15% | +$800K | 0.07% | 286 |
|
|
2023
Q2 | $5.19M | Buy |
51,623
+9
| +0% | +$906 | 0.06% | 313 |
|
|
2023
Q1 | $5.19M | Buy |
51,614
+18,789
| +57% | +$1.89M | 0.06% | 295 |
|
|
2022
Q4 | $456K | Buy |
32,825
+28,310
| +627% | +$393K | 0.01% | 825 |
|
|
2022
Q3 | $453K | Sell |
4,515
-9,023
| -67% | -$905K | 0.01% | 1009 |
|
|
2022
Q2 | $1.36M | Buy |
+13,538
| New | +$1.36M | 0.02% | 557 |
|