SFWA
Summit Financial 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
Q1 | $431K | Hold |
4,277
| – | – | 0.09% | 98 |
|
|
2024
Q4 | $429K | Hold |
4,277
| – | – | 0.08% | 99 |
|
|
2024
Q3 | $431K | Hold |
4,277
| – | – | 0.08% | 95 |
|
|
2024
Q2 | $431K | Hold |
4,277
| – | – | 0.09% | 85 |
|
|
2024
Q1 | $431K | Sell |
4,277
-420
| -9% | -$42.3K | 0.09% | 87 |
|
|
2023
Q4 | $471K | Hold |
4,697
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $471K | Buy |
+4,697
| New | +$471K | 0.12% | 75 |
|