DWM
Diversify 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 | $6.98M | Buy |
69,484
+24,564
| +55% | +$2.47M | 0.43% | 50 |
|
|
2025
Q1 | $4.52M | Buy |
44,920
+41,987
| +1,432% | +$4.23M | 0.34% | 77 |
|
|
2024
Q4 | $295K | Buy |
2,933
+326
| +13% | +$32.7K | 0.02% | 433 |
|
|
2024
Q3 | $262K | Buy |
2,607
+392
| +18% | +$39.4K | 0.03% | 420 |
|
|
2024
Q2 | $222K | Buy |
+2,215
| New | +$222K | 0.03% | 400 |
|