SFP
Sandbox Financial Partners’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
73,093
+2,013
| +3% | +$94.4K | 1.08% | 20 |
|
|
2025
Q1 | $3.34M | Buy |
71,080
+1,106
| +2% | +$51.9K | 1.18% | 21 |
|
|
2024
Q4 | $3.25M | Buy |
69,974
+6,305
| +10% | +$293K | 1.08% | 19 |
|
|
2024
Q3 | $3.08M | Buy |
63,669
+4,111
| +7% | +$199K | 1.09% | 20 |
|
|
2024
Q2 | $2.76M | Buy |
59,558
+2,510
| +4% | +$116K | 1.06% | 22 |
|
|
2024
Q1 | $2.67M | Buy |
+57,048
| New | +$2.67M | 1.12% | 19 |
|