OneDigital Investment 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 | $7.4M | Buy |
73,498
+15,367
| +26% | +$1.55M | 0.08% | 191 |
|
|
2025
Q1 | $5.85M | Buy |
58,131
+43,052
| +286% | +$4.33M | 0.07% | 209 |
|
|
2024
Q4 | $1.51M | Sell |
15,079
-28,153
| -65% | -$2.82M | 0.02% | 500 |
|
|
2024
Q3 | $4.35M | Buy |
43,232
+11,214
| +35% | +$1.13M | 0.05% | 267 |
|
|
2024
Q2 | $3.22M | Buy |
32,018
+20,437
| +176% | +$2.06M | 0.04% | 313 |
|
|
2024
Q1 | $1.17M | Sell |
11,581
-210
| -2% | -$21.1K | 0.02% | 464 |
|
|
2023
Q4 | $1.18M | Sell |
11,791
-12,210
| -51% | -$1.22M | 0.02% | 421 |
|
|
2023
Q3 | $2.42M | Buy |
24,001
+3,614
| +18% | +$364K | 0.05% | 243 |
|
|
2023
Q2 | $2.05M | Buy |
+20,387
| New | +$2.05M | 0.05% | 273 |
|