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