WealthShield 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 | – | Sell |
-319
| Closed | -$32.1K | – | 568 |
|
|
2025
Q1 | $32.1K | Sell |
319
-902
| -74% | -$90.8K | ﹤0.01% | 430 |
|
|
2024
Q4 | $122K | Sell |
1,221
-319
| -21% | -$32K | 0.02% | 320 |
|
|
2024
Q3 | $155K | Buy |
1,540
+319
| +26% | +$32.1K | 0.02% | 317 |
|
|
2024
Q2 | $123K | Hold |
1,221
| – | – | 0.02% | 309 |
|
|
2024
Q1 | $123K | Sell |
1,221
-1,249
| -51% | -$126K | 0.02% | 303 |
|
|
2023
Q4 | $248K | Sell |
2,470
-27,121
| -92% | -$2.72M | 0.04% | 255 |
|
|
2023
Q3 | $2.98M | Buy |
29,591
+26,895
| +998% | +$2.71M | 0.45% | 58 |
|
|
2023
Q2 | $271K | Sell |
2,696
-34,906
| -93% | -$3.51M | 0.04% | 263 |
|
|
2023
Q1 | $3.78M | Buy |
+37,602
| New | +$3.78M | 0.61% | 36 |
|
|
2021
Q3 | – | Hold |
0
| – | -$55K | – | 646 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 459 |
|