United Advisor Group’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 | $1.91M | Sell |
18,997
-7,498
| -28% | -$755K | 0.33% | 79 |
|
|
2025
Q1 | $2.67M | Buy |
26,495
+12,735
| +93% | +$1.28M | 0.55% | 44 |
|
|
2024
Q4 | $1.38M | Buy |
13,760
+6,721
| +95% | +$674K | 0.27% | 88 |
|
|
2024
Q3 | $709K | Buy |
7,039
+4,570
| +185% | +$460K | 0.16% | 137 |
|
|
2024
Q2 | $249K | Sell |
2,469
-759
| -24% | -$76.4K | 0.08% | 229 |
|
|
2024
Q1 | $325K | Buy |
+3,228
| New | +$325K | 0.12% | 153 |
|