GWS
Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,274
| Closed | -$229K | – | 2055 |
|
|
2023
Q2 | $229K | Sell |
2,274
-1,991
| -47% | -$200K | 0.04% | 154 |
|
|
2023
Q1 | $429K | Sell |
4,265
-1,055
| -20% | -$106K | 0.07% | 83 |
|
|
2022
Q4 | $533K | Sell |
5,320
-2,001
| -27% | -$200K | 0.1% | 76 |
|
|
2022
Q3 | $734K | Sell |
7,321
-3,399
| -32% | -$341K | 0.16% | 46 |
|
|
2022
Q2 | $1.07M | Sell |
10,720
-1,430
| -12% | -$143K | 0.22% | 35 |
|
|
2022
Q1 | $1.22M | Sell |
12,150
-10
| -0.1% | -$1K | 0.22% | 35 |
|
|
2021
Q4 | $1.22M | Buy |
+12,160
| New | +$1.22M | 0.22% | 34 |
|