Vickerman Investment 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 | $26.7M | Sell |
264,750
-68,026
| -20% | -$6.85M | 5.73% | 4 |
|
|
2025
Q1 | $33.5M | Sell |
332,776
-149,760
| -31% | -$15.1M | 7.59% | 3 |
|
|
2024
Q4 | $48.4M | Buy |
482,536
+133,588
| +38% | +$13.4M | 13.15% | 2 |
|
|
2024
Q3 | $35.1M | Buy |
348,948
+70,295
| +25% | +$7.08M | 10.33% | 2 |
|
|
2024
Q2 | $28.1M | Buy |
278,653
+93,044
| +50% | +$9.37M | 9.01% | 2 |
|
|
2024
Q1 | $18.7M | Sell |
185,609
-9,559
| -5% | -$963K | 6.03% | 4 |
|
|
2023
Q4 | $19.6M | Buy |
195,168
+148,494
| +318% | +$14.9M | 6.67% | 4 |
|
|
2023
Q3 | $4.7M | Buy |
46,674
+4,600
| +11% | +$463K | 1.92% | 13 |
|
|
2023
Q2 | $4.23M | Buy |
+42,074
| New | +$4.23M | 1.65% | 16 |
|