Prime Capital 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 | $12.6M | Buy |
125,143
+119,998
| +2,332% | +$12.1M | 0.17% | 101 |
|
|
2025
Q1 | $518K | Buy |
5,145
+2,566
| +99% | +$258K | 0.01% | 658 |
|
|
2024
Q4 | $259K | Buy |
2,579
+411
| +19% | +$41.2K | ﹤0.01% | 770 |
|
|
2024
Q3 | $218K | Sell |
2,168
-187
| -8% | -$18.8K | ﹤0.01% | 834 |
|
|
2024
Q2 | $237K | Sell |
2,355
-695
| -23% | -$70K | ﹤0.01% | 796 |
|
|
2024
Q1 | $307K | Buy |
3,050
+725
| +31% | +$73K | ﹤0.01% | 766 |
|
|
2023
Q4 | $233K | Buy |
+2,325
| New | +$233K | ﹤0.01% | 827 |
|