AWM
AE Wealth Management’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 | $8.26M | Sell |
82,053
-10,498
| -11% | -$1.06M | 0.06% | 284 |
|
|
2025
Q1 | $9.32M | Sell |
92,551
-13,558
| -13% | -$1.36M | 0.08% | 247 |
|
|
2024
Q4 | $10.6M | Sell |
106,109
-445,572
| -81% | -$44.7M | 0.09% | 235 |
|
|
2024
Q3 | $55.6M | Buy |
551,681
+45,764
| +9% | +$4.61M | 0.5% | 43 |
|
|
2024
Q2 | $51M | Buy |
505,917
+57,364
| +13% | +$5.78M | 0.51% | 40 |
|
|
2024
Q1 | $45.2M | Sell |
448,553
-816,922
| -65% | -$82.3M | 0.51% | 39 |
|
|
2023
Q4 | $127M | Sell |
1,265,475
-603,047
| -32% | -$60.7M | 0.65% | 20 |
|
|
2023
Q3 | $188M | Buy |
1,868,522
+145,476
| +8% | +$14.6M | 1.12% | 9 |
|
|
2023
Q2 | $173M | Buy |
1,723,046
+1,213,383
| +238% | +$122M | 1.04% | 10 |
|
|
2023
Q1 | $51.3M | Buy |
509,663
+455,850
| +847% | +$45.8M | 0.33% | 51 |
|
|
2022
Q4 | $5.39M | Buy |
53,813
+17,264
| +47% | +$1.73M | 0.04% | 460 |
|
|
2022
Q3 | $3.67M | Buy |
36,549
+34,373
| +1,580% | +$3.45M | 0.03% | 501 |
|
|
2022
Q2 | $218K | Buy |
+2,176
| New | +$218K | ﹤0.01% | 1564 |
|