PFA
Professional Financial 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 | $6.71M | Buy |
66,626
+2,310
| +4% | +$233K | 1.56% | 7 |
|
2025
Q1 | $6.47M | Buy |
64,316
+7,098
| +12% | +$715K | 1.64% | 9 |
|
2024
Q4 | $5.74M | Buy |
57,218
+3,527
| +7% | +$354K | 1.47% | 8 |
|
2024
Q3 | $5.41M | Buy |
53,691
+1,650
| +3% | +$166K | 1.4% | 9 |
|
2024
Q2 | $5.24M | Buy |
52,041
+2,382
| +5% | +$240K | 1.45% | 9 |
|
2024
Q1 | $5M | Buy |
49,659
+6,920
| +16% | +$697K | 1.43% | 9 |
|
2023
Q4 | $4.29M | Buy |
42,739
+1,014
| +2% | +$102K | 1.42% | 11 |
|
2023
Q3 | $4.2M | Buy |
+41,725
| New | +$4.2M | 1.9% | 8 |
|