RAG
RIA Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
15,330
-44
| -0.3% | -$4.43K | 0.45% | 37 |
|
|
2025
Q1 | $1.55M | Sell |
15,374
-335,208
| -96% | -$33.7M | 0.5% | 33 |
|
|
2024
Q4 | $35.2M | Buy |
350,582
+333,716
| +1,979% | +$33.5M | 11.96% | 2 |
|
|
2024
Q3 | $1.7M | Buy |
+16,866
| New | +$1.7M | 0.6% | 28 |
|
|
2024
Q1 | $32.8M | Buy |
+325,747
| New | +$32.8M | 13.27% | 2 |
|
|
2023
Q4 | – | Sell |
-442,514
| Closed | -$44.5M | – | 180 |
|
|
2023
Q3 | $44.5M | Sell |
442,514
-13,077
| -3% | -$1.32M | 19.94% | 1 |
|
|
2023
Q2 | $45.8M | Buy |
455,591
+31,946
| +8% | +$3.21M | 19.71% | 2 |
|
|
2023
Q1 | $42.7M | Sell |
423,645
-16,346
| -4% | -$1.65M | 19.67% | 2 |
|
|
2022
Q4 | $32.3M | Buy |
+439,991
| New | +$32.3M | 18.75% | 1 |
|