Quadrant Private Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $916K | Buy |
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|
2023
Q3 | $625K | Sell |
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|
2023
Q2 | $894K | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q2 | $908K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $398K | Buy |
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