Resonant Capital 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 | $42.1M | Sell |
418,153
-132,177
| -24% | -$13.3M | 2.69% | 9 |
|
|
2025
Q1 | $55.4M | Sell |
550,330
-158,422
| -22% | -$15.9M | 3.86% | 4 |
|
|
2024
Q4 | $71.1M | Buy |
708,752
+5,300
| +0.8% | +$532K | 5.19% | 2 |
|
|
2024
Q3 | $70.9M | Buy |
703,452
+24,842
| +4% | +$2.5M | 5.21% | 2 |
|
|
2024
Q2 | $68.3M | Buy |
678,610
+39,759
| +6% | +$4M | 5.55% | 2 |
|
|
2024
Q1 | $64.3M | Buy |
638,851
+53,119
| +9% | +$5.35M | 5.5% | 2 |
|
|
2023
Q4 | $58.7M | Buy |
585,732
+47,410
| +9% | +$4.75M | 5.68% | 2 |
|
|
2023
Q3 | $54.2M | Buy |
538,322
+155,309
| +41% | +$15.6M | 5.78% | 1 |
|
|
2023
Q2 | $38.5M | Buy |
383,013
+223,848
| +141% | +$22.5M | 4.19% | 2 |
|
|
2023
Q1 | $16M | Buy |
+159,165
| New | +$16M | 1.82% | 15 |
|