DWM
Destination Wealth Management’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 | $527K | Sell |
5,238
-60,398
| -92% | -$6.08M | 0.02% | 169 |
|
|
2025
Q1 | $6.61M | Buy |
65,636
+2,002
| +3% | +$202K | 0.21% | 85 |
|
|
2024
Q4 | $6.38M | Buy |
63,634
+2,176
| +4% | +$218K | 0.2% | 86 |
|
|
2024
Q3 | $6.19M | Buy |
61,458
+913
| +2% | +$92K | 0.19% | 87 |
|
|
2024
Q2 | $6.1M | Buy |
60,545
+194
| +0.3% | +$19.5K | 0.2% | 86 |
|
|
2024
Q1 | $6.08M | Buy |
60,351
+1,857
| +3% | +$187K | 0.2% | 86 |
|
|
2023
Q4 | $5.87M | Sell |
58,494
-6,568
| -10% | -$659K | 0.2% | 86 |
|
|
2023
Q3 | $6.55M | Sell |
65,062
-398
| -0.6% | -$40.1K | 0.25% | 80 |
|
|
2023
Q2 | $6.59M | Sell |
65,460
-217,004
| -77% | -$21.8M | 0.25% | 82 |
|
|
2023
Q1 | $28.4M | Buy |
282,464
+7,335
| +3% | +$738K | 1.08% | 31 |
|
|
2022
Q4 | $27.6M | Buy |
275,129
+10,269
| +4% | +$1.03M | 1.1% | 31 |
|
|
2022
Q3 | $26.6M | Buy |
+264,860
| New | +$26.6M | 1.12% | 29 |
|