LAS
LWM Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
4,992
-1,859
| -27% | -$187K | 0.35% | 51 |
|
|
2025
Q1 | $690K | Buy |
6,851
+1,294
| +23% | +$130K | 0.48% | 37 |
|
|
2024
Q4 | $557K | Buy |
5,557
+1,812
| +48% | +$182K | 0.39% | 40 |
|
|
2024
Q3 | $377K | Buy |
+3,745
| New | +$377K | 0.28% | 66 |
|
|
2024
Q2 | – | Sell |
-322,902
| Closed | -$8.28M | – | 90 |
|
|
2024
Q1 | $8.28M | Buy |
322,902
+301,999
| +1,445% | +$7.75M | 6.64% | 4 |
|
|
2023
Q4 | $2.1M | Sell |
20,903
-2,150
| -9% | -$216K | 1.84% | 12 |
|
|
2023
Q3 | $2.32M | Buy |
23,053
+4,893
| +27% | +$493K | 2.49% | 9 |
|
|
2023
Q2 | $1.83M | Sell |
18,160
-6,572
| -27% | -$661K | 1.93% | 13 |
|
|
2023
Q1 | $2.49M | Buy |
24,732
+5,288
| +27% | +$532K | 2.66% | 10 |
|
|
2022
Q4 | $1.95M | Buy |
+19,444
| New | +$1.95M | 2.15% | 14 |
|