Wealthcare Advisory 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 | $3.16M | Buy |
31,394
+19,766
| +170% | +$1.99M | 0.07% | 232 |
|
|
2025
Q1 | $1.17M | Buy |
11,628
+2,217
| +24% | +$223K | 0.03% | 413 |
|
|
2024
Q4 | $944K | Sell |
9,411
-1,751
| -16% | -$176K | 0.03% | 432 |
|
|
2024
Q3 | $1.12M | Sell |
11,162
-1,159
| -9% | -$117K | 0.03% | 396 |
|
|
2024
Q2 | $1.24M | Buy |
12,321
+513
| +4% | +$51.7K | 0.04% | 326 |
|
|
2024
Q1 | $1.19M | Sell |
11,808
-1,670
| -12% | -$168K | 0.04% | 332 |
|
|
2023
Q4 | $1.35M | Sell |
13,478
-318
| -2% | -$31.9K | 0.05% | 257 |
|
|
2023
Q3 | $1.39M | Sell |
13,796
-692
| -5% | -$69.7K | 0.06% | 225 |
|
|
2023
Q2 | $1.46M | Buy |
14,488
+1,533
| +12% | +$154K | 0.07% | 223 |
|
|
2023
Q1 | $1.3M | Buy |
12,955
+7,145
| +123% | +$719K | 0.06% | 246 |
|
|
2022
Q4 | $582K | Buy |
+5,810
| New | +$582K | 0.03% | 383 |
|