SA
Strategic Advisors’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 | – | Sell |
-74,551
| Closed | -$7.51M | – | 196 |
|
|
2025
Q1 | $7.51M | Buy |
74,551
+8,162
| +12% | +$822K | 1.45% | 20 |
|
|
2024
Q4 | $6.66M | Sell |
66,389
-15,522
| -19% | -$1.56M | 1.2% | 22 |
|
|
2024
Q3 | $8.25M | Buy |
81,911
+44,637
| +120% | +$4.5M | 1.54% | 15 |
|
|
2024
Q2 | $3.75M | Buy |
37,274
+9,727
| +35% | +$980K | 0.73% | 29 |
|
|
2024
Q1 | $2.77M | Sell |
27,547
-1,364
| -5% | -$137K | 0.55% | 44 |
|
|
2023
Q4 | $2.9M | Sell |
28,911
-3,558
| -11% | -$357K | 0.55% | 44 |
|
|
2023
Q3 | $3.27M | Buy |
+32,469
| New | +$3.27M | 0.64% | 36 |
|