GWP
Gateway Wealth Partners’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 | $1.8M | Buy |
17,870
+283
| +2% | +$28.5K | 0.34% | 83 |
|
2025
Q1 | $1.77M | Buy |
17,587
+1,339
| +8% | +$135K | 0.4% | 70 |
|
2024
Q4 | $1.63M | Buy |
16,248
+4,435
| +38% | +$445K | 0.42% | 59 |
|
2024
Q3 | $1.19M | Buy |
11,813
+1,315
| +13% | +$132K | 0.33% | 74 |
|
2024
Q2 | $1.06M | Buy |
+10,498
| New | +$1.06M | 0.32% | 78 |
|