SPIA
Steward Partners Investment Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Buy |
330,983
+33,868
| +11% | +$3.41M | 0.26% | 78 |
|
|
2025
Q1 | $29.9M | Buy |
297,115
+81,480
| +38% | +$8.2M | 0.26% | 79 |
|
|
2024
Q4 | $21.6M | Buy |
215,635
+97,266
| +82% | +$9.76M | 0.19% | 103 |
|
|
2024
Q3 | $11.9M | Sell |
118,369
-29,916
| -20% | -$3.01M | 0.11% | 183 |
|
|
2024
Q2 | $14.9M | Buy |
148,285
+3,609
| +2% | +$363K | 0.16% | 134 |
|
|
2024
Q1 | $14.6M | Sell |
144,676
-10,725
| -7% | -$1.08M | 0.16% | 129 |
|
|
2023
Q4 | $15.6M | Buy |
155,401
+5,384
| +4% | +$540K | 0.21% | 100 |
|
|
2023
Q3 | $15.1M | Buy |
150,017
+1,692
| +1% | +$170K | 0.23% | 95 |
|
|
2023
Q2 | $14.9M | Buy |
148,325
+3,104
| +2% | +$312K | 0.22% | 96 |
|
|
2023
Q1 | $14.6M | Buy |
145,221
+1,295
| +0.9% | +$130K | 0.23% | 98 |
|
|
2022
Q4 | $14.4M | Buy |
143,926
+143,868
| +248,048% | +$14.4M | 0.25% | 98 |
|
|
2022
Q3 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 2723 |
|