LWANC
Laurel Wealth Advisors (North Carolina)’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 | $227M | Buy |
22,874,397
+22,656,682
| +10,407% | +$225M | 3.26% | 4 |
|
|
2025
Q1 | $21.9M | Buy |
217,715
+10,510
| +5% | +$1.06M | 3.43% | 6 |
|
|
2024
Q4 | $20.8M | Buy |
207,205
+10,842
| +6% | +$1.09M | 3.25% | 5 |
|
|
2024
Q3 | $19.8M | Buy |
196,363
+17,276
| +10% | +$1.74M | 3.15% | 6 |
|
|
2024
Q2 | $18M | Buy |
179,087
+10,049
| +6% | +$1.01M | 3.13% | 6 |
|
|
2024
Q1 | $17M | Buy |
169,038
+18,694
| +12% | +$1.88M | 2.9% | 6 |
|
|
2023
Q4 | $15.1M | Buy |
150,344
+54,642
| +57% | +$5.48M | 2.86% | 5 |
|
|
2023
Q3 | $9.63M | Buy |
95,702
+8,247
| +9% | +$830K | 2.04% | 10 |
|
|
2023
Q2 | $8.8M | Buy |
87,455
+2,367
| +3% | +$238K | 1.76% | 15 |
|
|
2023
Q1 | $8.56M | Sell |
85,088
-6,348
| -7% | -$638K | 1.81% | 14 |
|
|
2022
Q4 | $9.16M | Sell |
91,436
-2,543
| -3% | -$255K | 2.07% | 9 |
|
|
2022
Q3 | $9.42M | Buy |
93,979
+16,445
| +21% | +$1.65M | 2.35% | 6 |
|
|
2022
Q2 | $7.76M | Buy |
77,534
+8,302
| +12% | +$831K | 1.88% | 11 |
|
|
2022
Q1 | $6.93M | Buy |
69,232
+20,575
| +42% | +$2.06M | 1.46% | 17 |
|
|
2021
Q4 | $4.87M | Buy |
48,657
+11,202
| +30% | +$1.12M | 1% | 28 |
|
|
2021
Q3 | $3.75M | Buy |
37,455
+7,831
| +26% | +$783K | 0.83% | 35 |
|
|
2021
Q2 | $2.96M | Buy |
29,624
+12,324
| +71% | +$1.23M | 0.64% | 47 |
|
|
2021
Q1 | $1.73M | Buy |
17,300
+6,305
| +57% | +$631K | 0.42% | 65 |
|
|
2020
Q4 | $1.1M | Buy |
10,995
+6,250
| +132% | +$625K | 0.29% | 78 |
|
|
2020
Q3 | $475K | Buy |
+4,745
| New | +$475K | 0.14% | 106 |
|