Strategic 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 | $698K | Buy |
+6,929
| New | +$698K | 0.05% | 178 |
|
|
2024
Q4 | $748K | Sell |
7,444
-391
| -5% | -$39.3K | 0.06% | 170 |
|
|
2024
Q3 | $789K | Sell |
7,835
-1,163
| -13% | -$117K | 0.08% | 163 |
|
|
2024
Q2 | $906K | Sell |
8,998
-285
| -3% | -$28.7K | 0.09% | 147 |
|
|
2024
Q1 | $935K | Sell |
9,283
-2,478
| -21% | -$250K | 0.1% | 138 |
|
|
2023
Q4 | $1.18M | Sell |
11,761
-2,279
| -16% | -$229K | 0.15% | 118 |
|
|
2023
Q3 | $1.41M | Buy |
14,040
+5,642
| +67% | +$568K | 0.19% | 130 |
|
|
2023
Q2 | $845K | Buy |
8,398
+4,239
| +102% | +$427K | 0.11% | 164 |
|
|
2023
Q1 | $418K | Buy |
+4,159
| New | +$418K | 0.06% | 188 |
|