Stifel Financial’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 | $74.7M | Buy |
742,000
+54,257
| +8% | +$5.46M | 0.07% | 268 |
|
|
2025
Q1 | $69.2M | Buy |
687,743
+41,850
| +6% | +$4.21M | 0.07% | 262 |
|
|
2024
Q4 | $64.8M | Buy |
645,893
+90,917
| +16% | +$9.12M | 0.07% | 272 |
|
|
2024
Q3 | $55.9M | Buy |
554,976
+22,989
| +4% | +$2.32M | 0.06% | 298 |
|
|
2024
Q2 | $53.6M | Sell |
531,987
-6,039
| -1% | -$608K | 0.06% | 293 |
|
|
2024
Q1 | $54.2M | Buy |
538,026
+67,936
| +14% | +$6.84M | 0.06% | 289 |
|
|
2023
Q4 | $47.1M | Buy |
470,090
+168,879
| +56% | +$16.9M | 0.06% | 297 |
|
|
2023
Q3 | $30.3M | Buy |
301,211
+78,253
| +35% | +$7.88M | 0.04% | 357 |
|
|
2023
Q2 | $22.4M | Buy |
222,958
+33,657
| +18% | +$3.39M | 0.03% | 434 |
|
|
2023
Q1 | $19M | Sell |
189,301
-236,631
| -56% | -$23.8M | 0.03% | 478 |
|
|
2022
Q4 | $42.7M | Buy |
425,932
+32,321
| +8% | +$3.24M | 0.06% | 276 |
|
|
2022
Q3 | $39.5M | Sell |
393,611
-9,639
| -2% | -$966K | 0.06% | 274 |
|
|
2022
Q2 | $40.4M | Buy |
403,250
+331,938
| +465% | +$33.2M | 0.06% | 275 |
|
|
2022
Q1 | $7.14M | Buy |
71,312
+54,915
| +335% | +$5.49M | 0.01% | 871 |
|
|
2021
Q4 | $1.64M | Buy |
16,397
+2,500
| +18% | +$250K | ﹤0.01% | 1769 |
|
|
2021
Q3 | $1.39M | Buy |
13,897
+2,500
| +22% | +$250K | ﹤0.01% | 1834 |
|
|
2021
Q2 | $1.14M | Buy |
+11,397
| New | +$1.14M | ﹤0.01% | 1999 |
|