MW
MBL Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,143
| Closed | -$1.22M | – | 177 |
|
|
2022
Q4 | $1.22M | Sell |
12,143
-69,836
| -85% | -$6.99M | 0.23% | 59 |
|
|
2022
Q3 | $8.22M | Buy |
81,979
+3,717
| +5% | +$373K | 1.77% | 14 |
|
|
2022
Q2 | $7.84M | Buy |
78,262
+10,664
| +16% | +$1.07M | 1.95% | 13 |
|
|
2022
Q1 | $6.76M | Buy |
+67,598
| New | +$6.76M | 1.65% | 15 |
|