Regal 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
Q1 | – | Sell |
-9,500
| Closed | -$953K | – | 488 |
|
|
2024
Q4 | $953K | Sell |
9,500
-9,235
| -49% | -$926K | 0.07% | 235 |
|
|
2024
Q3 | $1.89M | Buy |
18,735
+2,532
| +16% | +$255K | 0.13% | 178 |
|
|
2024
Q2 | $1.63M | Buy |
16,203
+7,676
| +90% | +$773K | 0.11% | 198 |
|
|
2024
Q1 | $859K | Buy |
8,527
+6,290
| +281% | +$633K | 0.06% | 265 |
|
|
2023
Q4 | $224K | Sell |
2,237
-2,915
| -57% | -$292K | 0.02% | 487 |
|
|
2023
Q3 | $519K | Buy |
5,152
+30
| +0.6% | +$3.02K | 0.04% | 285 |
|
|
2023
Q2 | $515K | Buy |
+5,122
| New | +$515K | 0.04% | 290 |
|