FFS
Founders Financial Securities’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 | $5.19M | Buy |
51,532
+11,702
| +29% | +$1.18M | 0.39% | 61 |
|
|
2025
Q1 | $4.01M | Sell |
39,830
-18,381
| -32% | -$1.85M | 0.34% | 66 |
|
|
2024
Q4 | $5.84M | Sell |
58,211
-477
| -0.8% | -$47.9K | 0.53% | 41 |
|
|
2024
Q3 | $5.91M | Sell |
58,688
-360
| -0.6% | -$36.3K | 0.55% | 40 |
|
|
2024
Q2 | $5.95M | Buy |
59,048
+457
| +0.8% | +$46K | 0.56% | 41 |
|
|
2024
Q1 | $5.9M | Buy |
58,591
+7,825
| +15% | +$788K | 0.62% | 41 |
|
|
2023
Q4 | $5.09M | Sell |
50,766
-7,983
| -14% | -$800K | 0.56% | 40 |
|
|
2023
Q3 | $5.91M | Buy |
+58,749
| New | +$5.91M | 0.77% | 33 |
|
|
2023
Q1 | – | Sell |
-76,928
| Closed | -$7.7M | – | 333 |
|
|
2022
Q4 | $7.7M | Buy |
76,928
+1,700
| +2% | +$170K | 1.21% | 16 |
|
|
2022
Q3 | $7.54M | Buy |
75,228
+18,667
| +33% | +$1.87M | 1.33% | 13 |
|
|
2022
Q2 | $5.66M | Buy |
+56,561
| New | +$5.66M | 1.11% | 19 |
|