QPWM
Quadrant Private Wealth Management’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
Q1 | – | Sell |
-2,328
| Closed | -$234K | – | 245 |
|
|
2024
Q4 | $234K | Hold |
2,328
| – | – | 0.06% | 214 |
|
|
2024
Q3 | $234K | Sell |
2,328
-1
| -0% | -$101 | 0.06% | 215 |
|
|
2024
Q2 | $235K | Sell |
2,329
-3,041
| -57% | -$306K | 0.05% | 216 |
|
|
2024
Q1 | $541K | Sell |
5,370
-3,765
| -41% | -$379K | 0.14% | 130 |
|
|
2023
Q4 | $916K | Buy |
9,135
+2,929
| +47% | +$294K | 0.25% | 89 |
|
|
2023
Q3 | $625K | Sell |
6,206
-2,678
| -30% | -$270K | 0.21% | 96 |
|
|
2023
Q2 | $894K | Sell |
8,884
-2,160
| -20% | -$217K | 0.26% | 86 |
|
|
2023
Q1 | $1.11M | Sell |
11,044
-315
| -3% | -$31.7K | 0.35% | 74 |
|
|
2022
Q4 | $1.14M | Buy |
+11,359
| New | +$1.14M | 0.38% | 71 |
|
|
2022
Q2 | $908K | Sell |
9,072
-2,859
| -24% | -$286K | 0.37% | 65 |
|
|
2022
Q1 | $1.19M | Buy |
11,931
+1,549
| +15% | +$155K | 0.45% | 59 |
|
|
2021
Q4 | $1.04M | Buy |
10,382
+6,403
| +161% | +$640K | 0.39% | 64 |
|
|
2021
Q3 | $398K | Buy |
+3,979
| New | +$398K | 0.16% | 127 |
|