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Nottingham 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 | $13.1M | Buy |
130,453
+68,706
| +111% | +$6.92M | 1.95% | 18 |
|
|
2025
Q1 | $6.22M | Sell |
61,747
-65,834
| -52% | -$6.63M | 0.95% | 24 |
|
|
2024
Q4 | $12.8M | Sell |
127,581
-15,474
| -11% | -$1.55M | 1.62% | 17 |
|
|
2024
Q3 | $14.4M | Sell |
143,055
-6,808
| -5% | -$686K | 1.59% | 17 |
|
|
2024
Q2 | $15.1M | Sell |
149,863
-13,498
| -8% | -$1.36M | 1.79% | 18 |
|
|
2024
Q1 | $16.5M | Buy |
163,361
+31,456
| +24% | +$3.17M | 2.01% | 15 |
|
|
2023
Q4 | $12.1M | Sell |
131,905
-51,585
| -28% | -$4.75M | 1.69% | 18 |
|
|
2023
Q3 | $16M | Buy |
183,490
+3,909
| +2% | +$340K | 2.47% | 11 |
|
|
2023
Q2 | $18.1M | Buy |
179,581
+22,199
| +14% | +$2.23M | 2.37% | 13 |
|
|
2023
Q1 | $15.8M | Buy |
157,382
+108,539
| +222% | +$10.9M | 2.11% | 15 |
|
|
2022
Q4 | $4.89M | Buy |
+48,843
| New | +$4.89M | 0.66% | 34 |
|