CWG
Crown Wealth Group’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 | $10.9M | Buy |
108,232
+44,860
| +71% | +$4.52M | 4.09% | 6 |
|
|
2025
Q1 | $6.38M | Buy |
63,372
+3,234
| +5% | +$326K | 3.31% | 6 |
|
|
2024
Q4 | $6.03M | Buy |
60,138
+40,472
| +206% | +$4.06M | 2.45% | 11 |
|
|
2024
Q3 | $1.98M | Buy |
19,666
+7,603
| +63% | +$766K | 0.86% | 22 |
|
|
2024
Q2 | $1.21M | Buy |
+12,063
| New | +$1.21M | 0.61% | 27 |
|