EMAM
Encompass More Asset 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 | $1.58M | Sell |
15,709
-9,026
| -36% | -$909K | 0.37% | 60 |
|
|
2025
Q1 | $2.49M | Buy |
24,735
+12,086
| +96% | +$1.22M | 0.74% | 40 |
|
|
2024
Q4 | $1.27M | Sell |
12,649
-1,395
| -10% | -$140K | 0.42% | 58 |
|
|
2024
Q3 | $1.41M | Buy |
14,044
+10,919
| +349% | +$1.1M | 0.54% | 50 |
|
|
2024
Q2 | $315K | Sell |
3,125
-3,639
| -54% | -$366K | 0.22% | 69 |
|
|
2024
Q1 | $681K | Buy |
6,764
+909
| +16% | +$91.5K | 0.56% | 37 |
|
|
2023
Q4 | $587K | Buy |
+5,855
| New | +$587K | 0.66% | 42 |
|