Realta 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 | $1.87M | Sell |
18,542
-119
| -0.6% | -$12K | 0.74% | 32 |
|
|
2025
Q1 | $1.88M | Sell |
18,661
-2,101
| -10% | -$212K | 0.86% | 28 |
|
|
2024
Q4 | $2.08M | Buy |
20,762
+464
| +2% | +$46.6K | 0.85% | 27 |
|
|
2024
Q3 | $2.04M | Buy |
20,298
+7,036
| +53% | +$707K | 0.94% | 23 |
|
|
2024
Q2 | $1.34M | Buy |
13,262
+437
| +3% | +$44K | 0.26% | 95 |
|
|
2024
Q1 | $1.29M | Sell |
12,825
-581
| -4% | -$58.5K | 0.27% | 93 |
|
|
2023
Q4 | $1.34M | Buy |
13,406
+631
| +5% | +$63.3K | 0.3% | 76 |
|
|
2023
Q3 | $1.29M | Hold |
12,775
| – | – | 0.3% | 74 |
|
|
2023
Q2 | $1.29M | Sell |
12,775
-2,386
| -16% | -$240K | 0.28% | 77 |
|
|
2023
Q1 | $1.52M | Buy |
15,161
+2,856
| +23% | +$287K | 0.37% | 65 |
|
|
2022
Q4 | $1.23M | Buy |
12,305
+1,210
| +11% | +$121K | 0.3% | 81 |
|
|
2022
Q3 | $1.11M | Buy |
11,095
+241
| +2% | +$24.2K | 0.29% | 78 |
|
|
2022
Q2 | $1.09M | Sell |
10,854
-1,555
| -13% | -$156K | 0.27% | 86 |
|
|
2022
Q1 | $1.24M | Buy |
+12,409
| New | +$1.24M | 0.25% | 92 |
|