Transamerica Financial Advisors’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 | $2.73M | Buy |
27,121
+1,673
| +7% | +$168K | 0.26% | 90 |
|
|
2025
Q1 | $2.56M | Buy |
25,448
+2,778
| +12% | +$280K | 0.26% | 94 |
|
|
2024
Q4 | $2.28M | Sell |
22,670
-200
| -0.9% | -$20.1K | 0.23% | 102 |
|
|
2024
Q3 | $2.3M | Buy |
22,870
+13,324
| +140% | +$1.34M | 0.22% | 102 |
|
|
2024
Q2 | $962K | Hold |
9,546
| – | – | 0.1% | 139 |
|
|
2024
Q1 | $962K | Buy |
+9,546
| New | +$962K | 0.1% | 154 |
|