Rehmann Capital 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 | $652K | Buy |
6,473
+1
| +0% | +$101 | 0.04% | 300 |
|
2025
Q1 | $652K | Buy |
6,472
+1
| +0% | +$101 | 0.04% | 300 |
|
2024
Q4 | $649K | Buy |
6,471
+1
| +0% | +$100 | 0.04% | 290 |
|
2024
Q3 | $652K | Sell |
6,470
-40
| -0.6% | -$4.03K | 0.04% | 287 |
|
2024
Q2 | $656K | Sell |
6,510
-53
| -0.8% | -$5.34K | 0.05% | 271 |
|
2024
Q1 | $661K | Sell |
6,563
-161
| -2% | -$16.2K | 0.05% | 268 |
|
2023
Q4 | $674K | Sell |
6,724
-1,402
| -17% | -$141K | 0.06% | 248 |
|
2023
Q3 | $818K | Sell |
8,126
-34,485
| -81% | -$3.47M | 0.08% | 203 |
|
2023
Q2 | $4.29M | Buy |
+42,611
| New | +$4.29M | 0.38% | 44 |
|