KWA
Kingswood Wealth Advisors’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 | $861K | Sell |
8,555
-18,199
| -68% | -$1.83M | 0.07% | 291 |
|
|
2025
Q1 | $2.69M | Buy |
26,754
+13,454
| +101% | +$1.35M | 0.25% | 95 |
|
|
2024
Q4 | $1.33M | Buy |
13,300
+4,097
| +45% | +$411K | 0.1% | 213 |
|
|
2024
Q3 | $927K | Sell |
9,203
-7,197
| -44% | -$725K | 0.07% | 311 |
|
|
2024
Q2 | $1.65M | Buy |
16,400
+6,700
| +69% | +$675K | 0.15% | 137 |
|
|
2024
Q1 | $977K | Buy |
9,700
+508
| +6% | +$51.2K | 0.11% | 208 |
|
|
2023
Q4 | $922K | Buy |
9,192
+6,992
| +318% | +$701K | 0.1% | 207 |
|
|
2023
Q3 | $221K | Buy |
+2,200
| New | +$221K | 0.04% | 374 |
|