SVB Wealth’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
Q2 | $8.71M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $19.6M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $25.5M | Sell |
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|
2024
Q1 | $33.5M | Buy |
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|
2023
Q4 | $29.1M | Sell |
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|
2023
Q3 | $33.6M | Sell |
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|
2023
Q2 | $44.6M | Sell |
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|
2023
Q1 | $91.4M | Sell |
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|
2022
Q4 | $100M | Sell |
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|
2022
Q3 | $185M | Sell |
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|
2022
Q2 | $431M | Buy |
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|
2022
Q1 | $393M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $464M | Sell |
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|
2021
Q2 | $511M | Sell |
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|
2021
Q1 | $565M | Sell |
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|
2020
Q4 | $744M | Sell |
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|
2020
Q3 | $784M | Buy |
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|
2020
Q2 | $747M | Buy |
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