AWM
Axxcess 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 | $66.8M | Buy |
663,339
+140,932
| +27% | +$14.2M | 1.56% | 10 |
|
|
2025
Q1 | $52.6M | Sell |
522,407
-138,427
| -21% | -$13.9M | 1.4% | 13 |
|
|
2024
Q4 | $66.3M | Buy |
660,834
+69,735
| +12% | +$7M | 1.59% | 9 |
|
|
2024
Q3 | $59.5M | Buy |
591,099
+26,943
| +5% | +$2.71M | 1.46% | 10 |
|
|
2024
Q2 | $56.8M | Buy |
564,156
+189,563
| +51% | +$19.1M | 1.5% | 10 |
|
|
2024
Q1 | $37.7M | Buy |
374,593
+95,020
| +34% | +$9.57M | 1.03% | 16 |
|
|
2023
Q4 | $28M | Buy |
279,573
+120,911
| +76% | +$12.1M | 0.81% | 24 |
|
|
2023
Q3 | $16M | Buy |
158,662
+24,551
| +18% | +$2.47M | 0.54% | 38 |
|
|
2023
Q2 | $13.5M | Buy |
134,111
+128,646
| +2,354% | +$12.9M | 0.98% | 17 |
|
|
2023
Q1 | $550K | Buy |
+5,465
| New | +$550K | 0.04% | 352 |
|