United Capital Financial Advisors’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 | $32M | Sell |
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2025
Q1 | $33M | Buy |
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|
2024
Q4 | $28.6M | Buy |
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2024
Q3 | $27.6M | Buy |
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|
2024
Q2 | $27M | Sell |
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|
2024
Q1 | $29.3M | Buy |
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|
2023
Q4 | $28.1M | Buy |
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|
2023
Q3 | $19.9M | Sell |
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|
2023
Q2 | $21.8M | Sell |
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|
2023
Q1 | $31.8M | Buy |
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|
2022
Q4 | $9.95M | Buy |
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|
2022
Q3 | $4.19M | Buy |
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