WESPAC Advisors’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
Q1 | – | Sell |
-7,310
| Closed | -$733K | – | 197 |
|
|
2024
Q4 | $733K | Buy |
+7,310
| New | +$733K | 0.54% | 72 |
|
|
2024
Q1 | – | Sell |
-14,461
| Closed | -$1.45M | – | 182 |
|
|
2023
Q4 | $1.45M | Sell |
14,461
-19,936
| -58% | -$2M | 1.01% | 28 |
|
|
2023
Q3 | $3.46M | Buy |
34,397
+4,826
| +16% | +$486K | 2.59% | 3 |
|
|
2023
Q2 | $2.98M | Buy |
29,571
+17,516
| +145% | +$1.76M | 2.38% | 5 |
|
|
2023
Q1 | $1.21M | Buy |
+12,055
| New | +$1.21M | 1.14% | 30 |
|