SFA
Sequoia Financial Advisors’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 | $1.14M | Sell |
49,463
-12,745
| -20% | -$293K | 0.01% | 637 |
|
|
2025
Q1 | $1.43M | Sell |
62,208
-4,761
| -7% | -$109K | 0.01% | 509 |
|
|
2024
Q4 | $1.54M | Buy |
66,969
+1,809
| +3% | +$41.6K | 0.01% | 470 |
|
|
2024
Q3 | $1.53M | Sell |
65,160
-16,561
| -20% | -$388K | 0.02% | 438 |
|
|
2024
Q2 | $1.84M | Sell |
81,721
-1,459,403
| -95% | -$32.9M | 0.02% | 343 |
|
|
2024
Q1 | $35.1M | Buy |
1,541,124
+155,615
| +11% | +$3.54M | 0.44% | 52 |
|
|
2023
Q4 | $31.9M | Buy |
1,385,509
+139,804
| +11% | +$3.22M | 0.4% | 58 |
|
|
2023
Q3 | $27.5M | Buy |
1,245,705
+76,240
| +7% | +$1.68M | 0.48% | 45 |
|
|
2023
Q2 | $26.8M | Buy |
1,169,465
+67,958
| +6% | +$1.56M | 0.46% | 44 |
|
|
2023
Q1 | $25.8M | Buy |
1,101,507
+83,040
| +8% | +$1.94M | 0.57% | 32 |
|
|
2022
Q4 | $23.1M | Sell |
1,018,467
-9,122
| -0.9% | -$207K | 0.57% | 32 |
|
|
2022
Q3 | $23.4M | Buy |
1,027,589
+225
| +0% | +$5.12K | 0.74% | 26 |
|
|
2022
Q2 | $24.6M | Sell |
1,027,364
-1,808
| -0.2% | -$43.2K | 0.69% | 27 |
|
|
2022
Q1 | $25.6M | Buy |
1,029,172
+129,159
| +14% | +$3.22M | 0.64% | 29 |
|
|
2021
Q4 | $24M | Buy |
900,013
+774,610
| +618% | +$20.7M | 0.65% | 28 |
|
|
2021
Q3 | $3.33M | Sell |
125,403
-654,534
| -84% | -$17.4M | 0.34% | 49 |
|
|
2021
Q2 | $20.7M | Buy |
779,937
+94,288
| +14% | +$2.51M | 0.76% | 23 |
|
|
2021
Q1 | $18M | Buy |
685,649
+155,523
| +29% | +$4.07M | 0.75% | 23 |
|
|
2020
Q4 | $14.4M | Buy |
530,126
+104,274
| +24% | +$2.84M | 0.66% | 26 |
|
|
2020
Q3 | $11.9M | Buy |
425,852
+138,819
| +48% | +$3.88M | 0.63% | 30 |
|
|
2020
Q2 | $8.03M | Buy |
287,033
+22,976
| +9% | +$643K | 0.48% | 32 |
|
|
2020
Q1 | $7.4M | Buy |
264,057
+10,761
| +4% | +$301K | 0.55% | 26 |
|
|
2019
Q4 | $6.57M | Buy |
253,296
+36,621
| +17% | +$950K | 0.42% | 33 |
|
|
2019
Q3 | $5.7M | Buy |
216,675
+55,949
| +35% | +$1.47M | 0.41% | 35 |
|
|
2019
Q2 | $4.15M | Buy |
160,726
+56,599
| +54% | +$1.46M | 0.31% | 51 |
|
|
2019
Q1 | $2.63M | Buy |
104,127
+32,404
| +45% | +$818K | 0.22% | 67 |
|
|
2018
Q4 | $1.77M | Sell |
71,723
-11,984
| -14% | -$295K | 0.2% | 73 |
|
|
2018
Q3 | $2.04M | Buy |
83,707
+13,391
| +19% | +$326K | 0.2% | 76 |
|
|
2018
Q2 | $1.73M | Sell |
70,316
-4,415
| -6% | -$109K | 0.18% | 82 |
|
|
2018
Q1 | $1.85M | Buy |
74,731
+4,838
| +7% | +$119K | 0.19% | 79 |
|
|
2017
Q4 | $1.75M | Buy |
69,893
+10,944
| +19% | +$274K | 0.18% | 84 |
|
|
2017
Q3 | $1.49M | Buy |
58,949
+9,611
| +19% | +$243K | 0.18% | 88 |
|
|
2017
Q2 | $1.25M | Sell |
49,338
-7,852
| -14% | -$198K | 0.15% | 96 |
|
|
2017
Q1 | $1.43M | Buy |
57,190
+8,515
| +17% | +$213K | 0.18% | 89 |
|
|
2016
Q4 | $1.21M | Buy |
48,675
+19,834
| +69% | +$494K | 0.17% | 88 |
|
|
2016
Q3 | $752K | Buy |
+28,841
| New | +$752K | 0.14% | 96 |
|