APWA
Atlas Private Wealth 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 | $21.2M | Sell |
210,738
-276
| -0.1% | -$27.8K | 2.73% | 11 |
|
|
2025
Q1 | $21.2M | Buy |
+211,014
| New | +$21.2M | 2.96% | 10 |
|
|
2023
Q4 | – | Sell |
-74,606
| Closed | -$7.51M | – | 187 |
|
|
2023
Q3 | $7.51M | Buy |
74,606
+11,072
| +17% | +$1.11M | 1.42% | 14 |
|
|
2023
Q2 | $6.39M | Buy |
63,534
+40,569
| +177% | +$4.08M | 1.29% | 14 |
|
|
2023
Q1 | $2.31M | Buy |
+22,965
| New | +$2.31M | 1.07% | 15 |
|