YHB 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 | $1.47M | Buy |
14,550
+5,850
| +67% | +$589K | 0.11% | 139 |
|
|
2025
Q1 | $876K | Buy |
8,700
+5,500
| +172% | +$554K | 0.07% | 157 |
|
|
2024
Q4 | $321K | Buy |
+3,200
| New | +$321K | 0.03% | 225 |
|
|
2024
Q3 | – | Sell |
-36,194
| Closed | -$3.65M | – | 288 |
|
|
2024
Q2 | $3.65M | Buy |
36,194
+16,280
| +82% | +$1.64M | 0.31% | 77 |
|
|
2024
Q1 | $2.01M | Buy |
+19,914
| New | +$2.01M | 0.18% | 117 |
|
|
2023
Q3 | – | Sell |
-5,000
| Closed | -$503K | – | 283 |
|
|
2023
Q2 | $503K | Buy |
+5,000
| New | +$503K | 0.05% | 188 |
|
|
2022
Q4 | – | Sell |
-7,750
| Closed | -$777K | – | 289 |
|
|
2022
Q3 | $777K | Sell |
7,750
-14,750
| -66% | -$1.48M | 0.09% | 160 |
|
|
2022
Q2 | $2.25M | Buy |
+22,500
| New | +$2.25M | 0.24% | 103 |
|