Core Wealth 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 | $4.79M | Buy |
47,615
+2,307
| +5% | +$232K | 2.43% | 6 |
|
|
2025
Q1 | $4.56M | Sell |
45,308
-832
| -2% | -$83.8K | 2.65% | 6 |
|
|
2024
Q4 | $4.63M | Buy |
46,140
+13,027
| +39% | +$1.31M | 2.65% | 6 |
|
|
2024
Q3 | $3.34M | Buy |
33,113
+2,137
| +7% | +$215K | 2.02% | 9 |
|
|
2024
Q2 | $3.12M | Buy |
30,976
+511
| +2% | +$51.5K | 2.13% | 9 |
|
|
2024
Q1 | $3.07M | Sell |
30,465
-3,385
| -10% | -$341K | 2.32% | 10 |
|
|
2023
Q4 | $3.39M | Sell |
33,850
-2,463
| -7% | -$247K | 2.78% | 9 |
|
|
2023
Q3 | $3.66M | Sell |
36,313
-3,087
| -8% | -$311K | 3.32% | 6 |
|
|
2023
Q2 | $3.96M | Sell |
39,400
-2,018
| -5% | -$203K | 3.66% | 5 |
|
|
2023
Q1 | $4.17M | Sell |
41,418
-4,216
| -9% | -$424K | 4.18% | 4 |
|
|
2022
Q4 | $4.52M | Buy |
+45,634
| New | +$4.52M | 5.08% | 2 |
|