EverSource Wealth Advisors’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 | $1.59M | Buy |
15,774
+132
| +0.8% | +$13.3K | 0.07% | 193 |
|
|
2025
Q1 | $1.57M | Buy |
15,642
+7,551
| +93% | +$760K | 0.09% | 183 |
|
|
2024
Q4 | $812K | Buy |
8,091
+55
| +0.7% | +$5.52K | 0.05% | 275 |
|
|
2024
Q3 | $809K | Buy |
8,036
+995
| +14% | +$100K | 0.05% | 250 |
|
|
2024
Q2 | $709K | Sell |
7,041
-960
| -12% | -$96.7K | 0.05% | 263 |
|
|
2024
Q1 | $806K | Buy |
8,001
+641
| +9% | +$64.5K | 0.06% | 207 |
|
|
2023
Q4 | $738K | Buy |
+7,360
| New | +$738K | 0.07% | 198 |
|
|
2023
Q3 | – | Sell |
-282
| Closed | -$28.4K | – | 2654 |
|
|
2023
Q2 | $28.4K | Buy |
+282
| New | +$28.4K | ﹤0.01% | 1023 |
|