Simon Quick 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 | $7.29M | Buy |
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2025
Q2 | $6.76M | Buy |
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2025
Q1 | $5.47M | Buy |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.25M | Sell |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $3.5M | Sell |
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|
2023
Q2 | $5M | Buy |
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|
2023
Q1 | $4.77M | Sell |
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|
2022
Q4 | $6.61M | Sell |
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|
2022
Q3 | $13.4M | Sell |
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|
2022
Q2 | $33.9M | Buy |
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