RZH
Relyea Zuckerberg Hanson’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 | $11.9M | Buy |
118,463
+18,537
| +19% | +$1.87M | 1.4% | 13 |
|
|
2025
Q1 | $10.1M | Buy |
99,926
+18,918
| +23% | +$1.9M | 1.36% | 14 |
|
|
2024
Q4 | $8.13M | Buy |
81,008
+44,367
| +121% | +$4.45M | 1.09% | 17 |
|
|
2024
Q3 | $3.69M | Buy |
36,641
+23,710
| +183% | +$2.39M | 0.56% | 32 |
|
|
2024
Q2 | $1.3M | Buy |
12,931
+1,445
| +13% | +$146K | 0.22% | 65 |
|
|
2024
Q1 | $1.16M | Buy |
11,486
+403
| +4% | +$40.6K | 0.2% | 68 |
|
|
2023
Q4 | $1.11M | Buy |
11,083
+4,340
| +64% | +$435K | 0.22% | 68 |
|
|
2023
Q3 | $679K | Buy |
6,743
+4,019
| +148% | +$405K | 0.15% | 85 |
|
|
2023
Q2 | $274K | Buy |
2,724
+1
| +0% | +$101 | 0.06% | 158 |
|
|
2023
Q1 | $274K | Buy |
+2,723
| New | +$274K | 0.07% | 152 |
|