WA
Waverly Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Buy |
1,543,714
+1,094,875
| +244% | +$110M | 1.71% | 7 |
|
|
2025
Q1 | $45.2M | Buy |
448,839
+57,096
| +15% | +$5.75M | 0.55% | 36 |
|
|
2024
Q4 | $39.3M | Buy |
391,743
+46,340
| +13% | +$4.65M | 0.61% | 32 |
|
|
2024
Q3 | $34.8M | Buy |
345,403
+38,937
| +13% | +$3.92M | 0.64% | 28 |
|
|
2024
Q2 | $30.9M | Buy |
306,466
+126,143
| +70% | +$12.7M | 0.61% | 29 |
|
|
2024
Q1 | $18.2M | Buy |
180,323
+29,650
| +20% | +$2.99M | 0.43% | 44 |
|
|
2023
Q4 | $15.1M | Buy |
150,673
+20,606
| +16% | +$2.07M | 0.57% | 33 |
|
|
2023
Q3 | $13.1M | Buy |
130,067
+31,287
| +32% | +$3.15M | 0.57% | 31 |
|
|
2023
Q2 | $9.94M | Buy |
98,780
+48,166
| +95% | +$4.85M | 0.44% | 43 |
|
|
2023
Q1 | $5.09M | Buy |
+50,614
| New | +$5.09M | 0.27% | 61 |
|