SPW
Sonoma Private Wealth’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 | $9.38M | Buy |
93,162
+40,892
| +78% | +$4.12M | 11.5% | 2 |
|
|
2025
Q1 | $5.26M | Buy |
52,270
+43,499
| +496% | +$4.38M | 7.3% | 2 |
|
|
2024
Q4 | $880K | Buy |
8,771
+582
| +7% | +$58.4K | 1.42% | 21 |
|
|
2024
Q3 | $825K | Buy |
8,189
+463
| +6% | +$46.6K | 1.28% | 24 |
|
|
2024
Q2 | $778K | Buy |
7,726
+237
| +3% | +$23.9K | 1.26% | 22 |
|
|
2024
Q1 | $754K | Sell |
7,489
-24,661
| -77% | -$2.48M | 1.21% | 27 |
|
|
2023
Q4 | $3.22M | Buy |
32,150
+14,444
| +82% | +$1.45M | 5.34% | 2 |
|
|
2023
Q3 | $1.78M | Sell |
17,706
-3,380
| -16% | -$340K | 3.25% | 6 |
|
|
2023
Q2 | $2.12M | Buy |
+21,086
| New | +$2.12M | 3.71% | 6 |
|