KSWA
Kathleen S. Wright Associates’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 | $14.9M | Buy |
147,790
+6,636
| +5% | +$668K | 5.81% | 4 |
|
|
2025
Q1 | $14.2M | Buy |
141,154
+15,759
| +13% | +$1.59M | 5.87% | 3 |
|
|
2024
Q4 | $12.6M | Sell |
125,395
-11,712
| -9% | -$1.18M | 5.24% | 4 |
|
|
2024
Q3 | $13.8M | Sell |
137,107
-3,159
| -2% | -$318K | 5.7% | 4 |
|
|
2024
Q2 | $14.1M | Sell |
140,266
-2,772
| -2% | -$279K | 6.49% | 3 |
|
|
2024
Q1 | $14.4M | Sell |
143,038
-18,423
| -11% | -$1.86M | 6.79% | 3 |
|
|
2023
Q4 | $16.2M | Buy |
161,461
+52,088
| +48% | +$5.22M | 8.24% | 2 |
|
|
2023
Q3 | $11M | Buy |
109,373
+26,177
| +31% | +$2.63M | 6.16% | 2 |
|
|
2023
Q2 | $8.37M | Buy |
83,196
+9,067
| +12% | +$912K | 5.34% | 3 |
|
|
2023
Q1 | $7.46M | Buy |
74,129
+61,540
| +489% | +$6.19M | 4.89% | 4 |
|
|
2022
Q4 | $1.26M | Buy |
12,589
+12,259
| +3,715% | +$1.23M | 0.85% | 32 |
|
|
2022
Q3 | $33K | Hold |
330
| – | – | 0.03% | 118 |
|
|
2022
Q2 | $33K | Buy |
+330
| New | +$33K | 0.03% | 111 |
|