Silver Lake Advisory’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
$1.98M Buy
19,689
+772
+4% +$77.7K 0.84% 44
2025
Q1
$1.9M Sell
18,917
-1,249
-6% -$126K 0.83% 46
2024
Q4
$2.02M Buy
20,166
+3,477
+21% +$349K 0.89% 43
2024
Q3
$1.68M Buy
16,689
+1,535
+10% +$155K 0.69% 50
2024
Q2
$1.53M Buy
15,154
+688
+5% +$69.3K 0.69% 49
2024
Q1
$1.46M Buy
+14,466
New +$1.46M 0.65% 49