Sequoia Financial 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 | $64.6M | Sell |
641,898
-40,550
| -6% | -$4.08M | 0.44% | 51 |
|
|
2025
Q1 | $68.7M | Buy |
682,448
+202,768
| +42% | +$20.4M | 0.53% | 41 |
|
|
2024
Q4 | $48.1M | Buy |
479,680
+107,530
| +29% | +$10.8M | 0.46% | 47 |
|
|
2024
Q3 | $37.5M | Buy |
372,150
+39,315
| +12% | +$3.96M | 0.4% | 59 |
|
|
2024
Q2 | $33.5M | Sell |
332,835
-83,182
| -20% | -$8.38M | 0.4% | 56 |
|
|
2024
Q1 | $41.9M | Buy |
416,017
+69,767
| +20% | +$7.03M | 0.52% | 40 |
|
|
2023
Q4 | $34.7M | Buy |
346,250
+8,371
| +2% | +$839K | 0.43% | 52 |
|
|
2023
Q3 | $34M | Buy |
337,879
+50,769
| +18% | +$5.11M | 0.6% | 37 |
|
|
2023
Q2 | $28.9M | Buy |
287,110
+5,326
| +2% | +$536K | 0.5% | 40 |
|
|
2023
Q1 | $28.3M | Buy |
281,784
+58,896
| +26% | +$5.92M | 0.63% | 31 |
|
|
2022
Q4 | $22.3M | Buy |
+222,888
| New | +$22.3M | 0.55% | 34 |
|