Stratos 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 | $8.48M | Buy |
84,235
+3,170
| +4% | +$319K | 0.11% | 186 |
|
|
2025
Q1 | $8.16M | Buy |
81,065
+4,988
| +7% | +$502K | 0.12% | 171 |
|
|
2024
Q4 | $7.63M | Sell |
76,077
-184
| -0.2% | -$18.5K | 0.11% | 191 |
|
|
2024
Q3 | $7.68M | Buy |
76,261
+10,208
| +15% | +$1.03M | 0.11% | 192 |
|
|
2024
Q2 | $6.65M | Sell |
66,053
-7,725
| -10% | -$778K | 0.11% | 194 |
|
|
2024
Q1 | $7.43M | Buy |
73,778
+5,125
| +7% | +$516K | 0.12% | 175 |
|
|
2023
Q4 | $6.88M | Buy |
68,653
+17,322
| +34% | +$1.74M | 0.13% | 174 |
|
|
2023
Q3 | $5.17M | Buy |
51,331
+37,514
| +272% | +$3.78M | 0.11% | 197 |
|
|
2023
Q2 | $1.39M | Buy |
+13,817
| New | +$1.39M | 0.03% | 439 |
|