Valmark Advisers’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
Q3 | $15.5M | Buy |
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|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $9.39M | Buy |
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|
2024
Q3 | $8.85M | Buy |
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|
2024
Q2 | $6.92M | Sell |
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|
2024
Q1 | $7.08M | Sell |
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|
2023
Q4 | $8.66M | Buy |
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $3.93M | Buy |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $4.59M | Buy |
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|
2022
Q3 | $4.28M | Buy |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $267K | Buy |
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