WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.67M | Buy |
16,693
+1,795
| +12% | +$180K | 0.11% | 145 |
|
|
2023
Q3 | $1.5M | Buy |
14,898
+5,661
| +61% | +$570K | 0.1% | 152 |
|
|
2023
Q2 | $929K | Sell |
9,237
-6,342
| -41% | -$638K | 0.06% | 205 |
|
|
2023
Q1 | $1.57M | Sell |
15,579
-7,606
| -33% | -$765K | 0.11% | 148 |
|
|
2022
Q4 | $2.32M | Buy |
23,185
+5,725
| +33% | +$573K | 0.16% | 96 |
|
|
2022
Q3 | $1.75M | Buy |
17,460
+6,253
| +56% | +$627K | 0.13% | 132 |
|
|
2022
Q2 | $1.12M | Buy |
+11,207
| New | +$1.12M | 0.08% | 176 |
|