DWMS
Dominguez Wealth Management Solutions’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 | $13.7M | Buy |
136,046
+3,984
| +3% | +$401K | 9.51% | 4 |
|
|
2025
Q1 | $13.3M | Buy |
132,062
+222
| +0.2% | +$22.3K | 9.74% | 4 |
|
|
2024
Q4 | $13.2M | Buy |
131,840
+824
| +0.6% | +$82.7K | 9.65% | 3 |
|
|
2024
Q3 | $13.2M | Buy |
131,016
+5,212
| +4% | +$525K | 9.55% | 4 |
|
|
2024
Q2 | $12.7M | Sell |
125,804
-2,349
| -2% | -$237K | 9.54% | 4 |
|
|
2024
Q1 | $12.9M | Sell |
128,153
-881
| -0.7% | -$88.7K | 10.16% | 3 |
|
|
2023
Q4 | $12.9M | Buy |
129,034
+122,859
| +1,990% | +$12.3M | 10.73% | 4 |
|
|
2023
Q3 | $622K | Buy |
+6,175
| New | +$622K | 0.57% | 32 |
|