WIA
World Investment Advisors’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 | $3.86M | Buy |
38,320
+13,616
| +55% | +$1.37M | 0.09% | 252 |
|
|
2025
Q1 | $2.49M | Sell |
24,704
-90,064
| -78% | -$9.07M | 0.06% | 313 |
|
|
2024
Q4 | $11.5M | Buy |
114,768
+97,464
| +563% | +$9.78M | 0.32% | 62 |
|
|
2024
Q3 | $1.74M | Sell |
17,304
-7,905
| -31% | -$796K | 0.05% | 319 |
|
|
2024
Q2 | $2.54M | Buy |
25,209
+15,643
| +164% | +$1.58M | 0.16% | 138 |
|
|
2024
Q1 | $963K | Buy |
9,566
+4,982
| +109% | +$502K | 0.14% | 142 |
|
|
2023
Q4 | $460K | Sell |
4,584
-4,411
| -49% | -$442K | 0.06% | 236 |
|
|
2023
Q3 | $906K | Buy |
8,995
+68
| +0.8% | +$6.85K | 0.18% | 97 |
|
|
2023
Q2 | $898K | Buy |
+8,927
| New | +$898K | 0.17% | 94 |
|