RWA Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
4,828
+442
| +10% | +$44.5K | 0.01% | 430 |
|
|
2025
Q1 | $442K | Sell |
4,386
-4,893
| -53% | -$493K | 0.01% | 423 |
|
|
2024
Q4 | $931K | Buy |
9,279
+794
| +9% | +$79.7K | 0.01% | 335 |
|
|
2024
Q3 | $855K | Hold |
8,485
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $855K | Buy |
8,485
+2,588
| +44% | +$261K | 0.01% | 326 |
|
|
2024
Q1 | $594K | Sell |
5,897
-3,029
| -34% | -$305K | 0.01% | 374 |
|
|
2023
Q4 | $895K | Buy |
+8,926
| New | +$895K | 0.01% | 307 |
|