Ausdal Financial Partners’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 | $1.56M | Sell |
15,503
-540
| -3% | -$54.4K | 0.1% | 194 |
|
|
2025
Q1 | $1.62M | Buy |
16,043
+10,252
| +177% | +$1.03M | 0.12% | 170 |
|
|
2024
Q4 | $581K | Buy |
5,791
+2,798
| +93% | +$281K | 0.05% | 322 |
|
|
2024
Q3 | $301K | Sell |
2,993
-75
| -2% | -$7.55K | 0.03% | 412 |
|
|
2024
Q2 | $309K | Buy |
+3,068
| New | +$309K | 0.03% | 384 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$201K | – | 458 |
|
|
2023
Q2 | $201K | Sell |
2,000
-204
| -9% | -$20.5K | 0.03% | 402 |
|
|
2023
Q1 | $222K | Buy |
+2,204
| New | +$222K | 0.03% | 401 |
|
|
2022
Q4 | – | Sell |
-15,974
| Closed | -$1.6M | – | 475 |
|
|
2022
Q3 | $1.6M | Sell |
15,974
-645
| -4% | -$64.7K | 0.25% | 97 |
|
|
2022
Q2 | $1.66M | Buy |
+16,619
| New | +$1.66M | 0.25% | 116 |
|