HSWM
Hubbell Strickland 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 | $3.97M | Sell |
39,439
-3,510
| -8% | -$353K | 1.75% | 11 |
|
|
2025
Q1 | $4.32M | Sell |
42,949
-3,907
| -8% | -$393K | 2.05% | 10 |
|
|
2024
Q4 | $4.7M | Sell |
46,856
-6,949
| -13% | -$697K | 2.23% | 9 |
|
|
2024
Q3 | $5.42M | Sell |
53,805
-2,802
| -5% | -$282K | 2.54% | 8 |
|
|
2024
Q2 | $5.7M | Buy |
56,607
+1,364
| +2% | +$137K | 2.86% | 7 |
|
|
2024
Q1 | $5.57M | Buy |
55,243
+553
| +1% | +$55.8K | 2.82% | 7 |
|
|
2023
Q4 | $5.48M | Buy |
54,690
+1,916
| +4% | +$192K | 3% | 6 |
|
|
2023
Q3 | $5.29M | Buy |
52,774
+709
| +1% | +$71.1K | 3.17% | 6 |
|
|
2023
Q2 | $5.24M | Buy |
52,065
+1,770
| +4% | +$178K | 3.03% | 6 |
|
|
2023
Q1 | $5.06M | Buy |
50,295
+6,453
| +15% | +$649K | 3.07% | 6 |
|
|
2022
Q4 | $4.39M | Buy |
+43,842
| New | +$4.39M | 2.67% | 6 |
|