Carson Wealth (CWM LLC)’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 | $10.5M | Sell |
104,711
-19,301
| -16% | -$1.94M | 0.04% | 382 |
|
|
2025
Q1 | $12.5M | Buy |
124,012
+16,187
| +15% | +$1.63M | 0.05% | 304 |
|
|
2024
Q4 | $10.8M | Sell |
107,825
-74,650
| -41% | -$7.49M | 0.04% | 303 |
|
|
2024
Q3 | $18.4M | Sell |
182,475
-58,402
| -24% | -$5.88M | 0.08% | 219 |
|
|
2024
Q2 | $24.3M | Buy |
240,877
+20,567
| +9% | +$2.07M | 0.11% | 168 |
|
|
2024
Q1 | $22.2M | Sell |
220,310
-21,214
| -9% | -$2.14M | 0.11% | 183 |
|
|
2023
Q4 | $24.2M | Sell |
241,524
-101,540
| -30% | -$10.2M | 0.13% | 154 |
|
|
2023
Q3 | $34.5M | Buy |
343,064
+295,947
| +628% | +$29.8M | 0.21% | 90 |
|
|
2023
Q2 | $4.74M | Buy |
47,117
+23,957
| +103% | +$2.41M | 0.03% | 348 |
|
|
2023
Q1 | $2.33M | Buy |
23,160
+17,455
| +306% | +$1.76M | 0.02% | 454 |
|
|
2022
Q4 | $571K | Buy |
5,705
+1,391
| +32% | +$139K | ﹤0.01% | 763 |
|
|
2022
Q3 | $433K | Buy |
4,314
+4,257
| +7,468% | +$427K | ﹤0.01% | 790 |
|
|
2022
Q2 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 2915 |
|