P
&Partners’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 | $11.3M | Buy |
112,084
+63,867
| +132% | +$6.41M | 0.09% | 219 |
|
|
2025
Q1 | $4.89M | Buy |
48,217
+33,742
| +233% | +$3.42M | 0.05% | 299 |
|
|
2024
Q4 | $1.46M | Buy |
14,475
+3,936
| +37% | +$396K | 0.02% | 613 |
|
|
2024
Q3 | $1.06M | Buy |
10,539
+4,214
| +67% | +$424K | 0.02% | 557 |
|
|
2024
Q2 | $637K | Buy |
+6,325
| New | +$637K | 0.03% | 461 |
|
|
2023
Q1 | – | Sell |
-29,985
| Closed | -$3M | – | 192 |
|
|
2022
Q4 | $3M | Hold |
29,985
| – | – | 1.49% | 14 |
|
|
2022
Q3 | $3.01M | Buy |
+29,985
| New | +$3.01M | 1.74% | 11 |
|