SFS
Sowell Financial Services’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 | $16.8M | Buy |
166,392
+12,153
| +8% | +$1.22M | 0.68% | 22 |
|
|
2025
Q1 | $15.5M | Buy |
154,239
+16,075
| +12% | +$1.62M | 0.71% | 20 |
|
|
2024
Q4 | $13.9M | Buy |
138,164
+48,221
| +54% | +$4.84M | 0.73% | 23 |
|
|
2024
Q3 | $9.06M | Buy |
89,943
+2,021
| +2% | +$204K | 0.42% | 53 |
|
|
2024
Q2 | $8.86M | Buy |
87,922
+364
| +0.4% | +$36.7K | 0.42% | 49 |
|
|
2024
Q1 | $8.82M | Sell |
87,558
-43,758
| -33% | -$4.41M | 0.42% | 55 |
|
|
2023
Q4 | $13.2M | Buy |
131,316
+72,654
| +124% | +$7.28M | 0.71% | 25 |
|
|
2023
Q3 | $5.91M | Sell |
58,662
-13,503
| -19% | -$1.36M | 0.37% | 68 |
|
|
2023
Q2 | $7.26M | Buy |
+72,165
| New | +$7.26M | 0.4% | 54 |
|