BWP
Balboa Wealth Partners’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 | $2.34M | Sell |
23,239
-4,037
| -15% | -$406K | 0.47% | 44 |
|
|
2025
Q1 | $2.75M | Buy |
+27,276
| New | +$2.75M | 0.66% | 27 |
|
|
2024
Q1 | – | Sell |
-2,234
| Closed | -$224K | – | 309 |
|
|
2023
Q4 | $224K | Buy |
+2,234
| New | +$224K | 0.07% | 200 |
|
|
2023
Q3 | – | Sell |
-4,874
| Closed | -$490K | – | 319 |
|
|
2023
Q2 | $490K | Buy |
4,874
+926
| +23% | +$93.2K | 0.17% | 115 |
|
|
2023
Q1 | $397K | Buy |
+3,948
| New | +$397K | 0.15% | 131 |
|