Nicholas Hoffman & Company’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 | $1.2M | Sell |
11,875
-6,923
| -37% | -$697K | 0.03% | 117 |
|
|
2025
Q1 | $1.89M | Buy |
+18,798
| New | +$1.89M | 0.07% | 74 |
|
|
2024
Q4 | – | Sell |
-7,086
| Closed | -$714K | – | 302 |
|
|
2024
Q3 | $714K | Sell |
7,086
-7,069
| -50% | -$712K | 0.03% | 157 |
|
|
2024
Q2 | $1.43M | Sell |
14,155
-561
| -4% | -$56.5K | 0.07% | 89 |
|
|
2024
Q1 | $1.48M | Buy |
14,716
+2,711
| +23% | +$273K | 0.08% | 85 |
|
|
2023
Q4 | $1.2M | Buy |
12,005
+1,025
| +9% | +$103K | 0.07% | 101 |
|
|
2023
Q3 | $1.11M | Sell |
10,980
-1,429
| -12% | -$144K | 0.08% | 98 |
|
|
2023
Q2 | $1.25M | Buy |
+12,409
| New | +$1.25M | 0.05% | 91 |
|