West Michigan 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 | $16.7M | Buy |
165,785
+110,767
| +201% | +$11.2M | 4.71% | 2 |
|
|
2025
Q1 | $5.54M | Buy |
55,018
+52,356
| +1,967% | +$5.27M | 1.84% | 10 |
|
|
2024
Q4 | $267K | Buy |
+2,662
| New | +$267K | 0.08% | 182 |
|
|
2023
Q2 | – | Sell |
-3,084
| Closed | -$310K | – | 262 |
|
|
2023
Q1 | $310K | Buy |
3,084
+1,064
| +53% | +$107K | 0.18% | 94 |
|
|
2022
Q4 | $202K | Buy |
+2,020
| New | +$202K | 0.15% | 115 |
|