FWM
Focused 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 | $25.7M | Sell |
255,164
-50,763
| -17% | -$5.11M | 3.11% | 6 |
|
|
2025
Q1 | $30.8M | Sell |
305,927
-41,518
| -12% | -$4.18M | 4.16% | 5 |
|
|
2024
Q4 | $34.9M | Sell |
347,445
-17,287
| -5% | -$1.73M | 4.7% | 4 |
|
|
2024
Q3 | $36.7M | Sell |
364,732
-21,433
| -6% | -$2.16M | 4.78% | 4 |
|
|
2024
Q2 | $38.9M | Buy |
386,165
+79,797
| +26% | +$8.04M | 5.56% | 4 |
|
|
2024
Q1 | $30.9M | Buy |
306,368
+15,332
| +5% | +$1.54M | 4.74% | 4 |
|
|
2023
Q4 | $29.2M | Buy |
291,036
+28,705
| +11% | +$2.88M | 4.8% | 4 |
|
|
2023
Q3 | $26.4M | Buy |
+262,331
| New | +$26.4M | 4.66% | 4 |
|