Sterling Investment Advisors (Missouri)’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 | $15.5M | Buy |
154,346
+3,019
| +2% | +$304K | 8.09% | 4 |
|
|
2025
Q1 | $15.2M | Buy |
151,327
+8,900
| +6% | +$896K | 8.58% | 4 |
|
|
2024
Q4 | $14.3M | Buy |
142,427
+9,652
| +7% | +$968K | 8.35% | 4 |
|
|
2024
Q3 | $13.4M | Buy |
132,775
+8,355
| +7% | +$842K | 7.52% | 4 |
|
|
2024
Q2 | $12.5M | Sell |
124,420
-13,138
| -10% | -$1.32M | 7.65% | 4 |
|
|
2024
Q1 | $13.9M | Buy |
137,558
+10,268
| +8% | +$1.03M | 8.12% | 4 |
|
|
2023
Q4 | $12.8M | Buy |
127,290
+28,472
| +29% | +$2.85M | 7.91% | 4 |
|
|
2023
Q3 | $9.95M | Buy |
98,818
+24,458
| +33% | +$2.46M | 6.34% | 4 |
|
|
2023
Q2 | $7.48M | Buy |
74,360
+5,523
| +8% | +$556K | 4.76% | 8 |
|
|
2023
Q1 | $6.92M | Buy |
68,837
+12,355
| +22% | +$1.24M | 4.48% | 7 |
|
|
2022
Q4 | $5.66M | Buy |
56,482
+24,785
| +78% | +$2.48M | 3.87% | 9 |
|
|
2022
Q3 | $3.18M | Buy |
31,697
+12,293
| +63% | +$1.23M | 2.38% | 14 |
|
|
2022
Q2 | $1.94M | Buy |
+19,404
| New | +$1.94M | 1.33% | 16 |
|