TPWM
Twelve Points Wealth Management’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 | $14.5M | Sell |
143,544
-8,590
| -6% | -$865K | 3.89% | 3 |
|
|
2025
Q1 | $15.3M | Buy |
152,134
+14,255
| +10% | +$1.44M | 4.16% | 2 |
|
|
2024
Q4 | $13.8M | Buy |
137,879
+89,632
| +186% | +$8.99M | 3.98% | 2 |
|
|
2024
Q3 | $4.86M | Buy |
48,247
+38,472
| +394% | +$3.87M | 1.53% | 10 |
|
|
2024
Q2 | $984K | Buy |
+9,775
| New | +$984K | 0.35% | 74 |
|