SAG
SageView Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
14,698
-918
| -6% | -$20.9K | 0.01% | 468 |
|
|
2025
Q1 | $359K | Sell |
15,616
-114,871
| -88% | -$2.64M | 0.02% | 419 |
|
|
2024
Q4 | $3M | Buy |
130,487
+113,442
| +666% | +$2.61M | 0.13% | 92 |
|
|
2024
Q3 | $400K | Buy |
+17,045
| New | +$400K | 0.02% | 332 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 365 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 612 |
|
|
2023
Q4 | – | Sell |
-44,912
| Closed | -$990K | – | 223 |
|
|
2023
Q3 | $990K | Sell |
44,912
-99,856
| -69% | -$2.2M | 0.06% | 211 |
|
|
2023
Q2 | $3.32M | Sell |
144,768
-69,741
| -33% | -$1.6M | 0.18% | 79 |
|
|
2023
Q1 | $5.02M | Sell |
214,509
-100,545
| -32% | -$2.35M | 0.32% | 48 |
|
|
2022
Q4 | $7.16M | Buy |
+315,054
| New | +$7.16M | 0.58% | 37 |
|