SWA
Stratos Wealth Advisors’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 | $23.5M | Sell |
233,829
-226,737
| -49% | -$22.8M | 1.24% | 11 |
|
|
2025
Q1 | $46.4M | Buy |
460,566
+24,951
| +6% | +$2.51M | 2.53% | 4 |
|
|
2024
Q4 | $43.7M | Sell |
435,615
-95,174
| -18% | -$9.55M | 2.09% | 5 |
|
|
2024
Q3 | $53.5M | Sell |
530,789
-63,608
| -11% | -$6.41M | 2.45% | 3 |
|
|
2024
Q2 | $59.9M | Buy |
594,397
+522,654
| +729% | +$52.6M | 2.96% | 2 |
|
|
2024
Q1 | $7.23M | Buy |
71,743
+12,664
| +21% | +$1.28M | 0.43% | 58 |
|
|
2023
Q4 | $5.92M | Sell |
59,079
-1,788
| -3% | -$179K | 0.34% | 74 |
|
|
2023
Q3 | $6.13M | Buy |
60,867
+29,732
| +95% | +$2.99M | 0.4% | 60 |
|
|
2023
Q2 | $3.13M | Sell |
31,135
-19,676
| -39% | -$1.98M | 0.22% | 129 |
|
|
2023
Q1 | $5.11M | Buy |
+50,811
| New | +$5.11M | 0.39% | 66 |
|