Weaver Consulting Group’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 | $391K | Buy |
3,880
+102
| +3% | +$10.3K | 0.11% | 150 |
|
|
2025
Q1 | $380K | Hold |
3,778
| – | – | 0.11% | 143 |
|
|
2024
Q4 | $379K | Sell |
3,778
-6
| -0.2% | -$602 | 0.12% | 138 |
|
|
2024
Q3 | $381K | Hold |
3,784
| – | – | 0.12% | 137 |
|
|
2024
Q2 | $381K | Hold |
3,784
| – | – | 0.13% | 128 |
|
|
2024
Q1 | $381K | Buy |
3,784
+6
| +0.2% | +$604 | 0.14% | 131 |
|
|
2023
Q4 | $379K | Hold |
3,778
| – | – | 0.15% | 116 |
|
|
2023
Q3 | $380K | Hold |
3,778
| – | – | 0.17% | 109 |
|
|
2023
Q2 | $380K | Sell |
3,778
-425
| -10% | -$42.8K | 0.17% | 106 |
|
|
2023
Q1 | $423K | Sell |
4,203
-2,247
| -35% | -$226K | 0.19% | 96 |
|
|
2022
Q4 | $646K | Sell |
6,450
-430
| -6% | -$43.1K | 0.33% | 62 |
|
|
2022
Q3 | $690K | Buy |
+6,880
| New | +$690K | 0.4% | 55 |
|