FAG
Fortitude Advisory Group’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 | $1.08M | Buy |
10,722
+90
| +0.8% | +$9.06K | 0.62% | 28 |
|
2025
Q1 | $1.07M | Buy |
+10,632
| New | +$1.07M | 0.77% | 22 |
|
2024
Q1 | – | Sell |
-2,069
| Closed | -$207K | – | 234 |
|
2023
Q4 | $207K | Sell |
2,069
-500
| -19% | -$50.1K | 0.13% | 190 |
|
2023
Q3 | $259K | Buy |
+2,569
| New | +$259K | 0.17% | 134 |
|