Sequoia Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $108M | Buy |
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2025
Q2 | $64.6M | Sell |
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2025
Q1 | $68.7M | Buy |
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|
2024
Q4 | $48.1M | Buy |
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|
2024
Q3 | $37.5M | Buy |
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|
2024
Q2 | $33.5M | Sell |
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|
2024
Q1 | $41.9M | Buy |
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|
2023
Q4 | $34.7M | Buy |
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|
2023
Q3 | $34M | Buy |
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|
2023
Q2 | $28.9M | Buy |
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|
2023
Q1 | $28.3M | Buy |
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|
2022
Q4 | $22.3M | Buy |
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