Simon Quick 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 | $6.76M | Buy |
67,117
+12,732
| +23% | +$1.28M | 0.27% | 59 |
|
|
2025
Q1 | $5.47M | Buy |
54,385
+26,594
| +96% | +$2.68M | 0.31% | 38 |
|
|
2024
Q4 | $2.79M | Buy |
27,791
+2,267
| +9% | +$227K | 0.17% | 64 |
|
|
2024
Q3 | $2.57M | Sell |
25,524
-6,837
| -21% | -$689K | 0.16% | 69 |
|
|
2024
Q2 | $3.26M | Buy |
32,361
+76
| +0.2% | +$7.65K | 0.23% | 55 |
|
|
2024
Q1 | $3.25M | Sell |
32,285
-582
| -2% | -$58.6K | 0.24% | 54 |
|
|
2023
Q4 | $3.3M | Sell |
32,867
-1,889
| -5% | -$189K | 0.29% | 51 |
|
|
2023
Q3 | $3.5M | Sell |
34,756
-14,920
| -30% | -$1.5M | 0.33% | 50 |
|
|
2023
Q2 | $5M | Buy |
49,676
+2,296
| +5% | +$231K | 0.46% | 35 |
|
|
2023
Q1 | $4.77M | Sell |
47,380
-18,594
| -28% | -$1.87M | 0.52% | 36 |
|
|
2022
Q4 | $6.61M | Sell |
65,974
-67,508
| -51% | -$6.76M | 0.78% | 26 |
|
|
2022
Q3 | $13.4M | Sell |
133,482
-205,182
| -61% | -$20.6M | 1.89% | 14 |
|
|
2022
Q2 | $33.9M | Buy |
+338,664
| New | +$33.9M | 4.44% | 7 |
|