Private Advisory Group’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
$17.1M Buy
169,744
+122,447
+259% +$12.3M 1.55% 14
2025
Q1
$4.76M Sell
47,297
-23,026
-33% -$2.32M 0.53% 54
2024
Q4
$7.05M Buy
70,323
+49,457
+237% +$4.96M 0.79% 31
2024
Q3
$2.1M Buy
+20,866
New +$2.1M 0.25% 82