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Perennial Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Perennial Investment Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.6M Buy
15,903
+2,826
+22% +$285K 0.15% 127
2025
Q1 		$1.32M Buy
13,077
+4,246
+48% +$427K 0.15% 127
2024
Q4 		$886K Buy
8,831
+783
+10% +$78.6K 0.1% 163
2024
Q3 		$811K Buy
+8,048
New +$811K 0.11% 167