Carson Wealth (CWM LLC)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.9M | Buy |
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|
2025
Q2 | $10.5M | Sell |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $10.8M | Sell |
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|
2024
Q3 | $18.4M | Sell |
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|
2024
Q2 | $24.3M | Buy |
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|
2024
Q1 | $22.2M | Sell |
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|
2023
Q4 | $24.2M | Sell |
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|
2023
Q3 | $34.5M | Buy |
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|
2023
Q2 | $4.74M | Buy |
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|
2023
Q1 | $2.33M | Buy |
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|
2022
Q4 | $571K | Buy |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $6K | Buy |
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