United Capital 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 | $32M | Sell |
318,126
-9,406
| -3% | -$947K | 0.26% | 83 |
|
|
2025
Q1 | $33M | Buy |
327,532
+42,383
| +15% | +$4.27M | 0.28% | 77 |
|
|
2024
Q4 | $28.6M | Buy |
285,149
+11,202
| +4% | +$1.12M | 0.24% | 87 |
|
|
2024
Q3 | $27.6M | Buy |
273,947
+5,910
| +2% | +$595K | 0.23% | 90 |
|
|
2024
Q2 | $27M | Sell |
268,037
-22,733
| -8% | -$2.29M | 0.23% | 87 |
|
|
2024
Q1 | $29.3M | Buy |
290,770
+10,763
| +4% | +$1.08M | 0.24% | 91 |
|
|
2023
Q4 | $28.1M | Buy |
280,007
+82,712
| +42% | +$8.29M | 0.23% | 98 |
|
|
2023
Q3 | $19.9M | Sell |
197,295
-19,609
| -9% | -$1.97M | 0.13% | 153 |
|
|
2023
Q2 | $21.8M | Sell |
216,904
-99,493
| -31% | -$10M | 0.12% | 157 |
|
|
2023
Q1 | $31.8M | Buy |
316,397
+217,022
| +218% | +$21.8M | 0.18% | 110 |
|
|
2022
Q4 | $9.95M | Buy |
99,375
+57,559
| +138% | +$5.76M | 0.06% | 248 |
|
|
2022
Q3 | $4.19M | Buy |
+41,816
| New | +$4.19M | 0.02% | 348 |
|