WT Wealth Management’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 | $377K | Buy |
3,741
+41
| +1% | +$4.13K | 0.11% | 104 |
|
|
2025
Q1 | $372K | Hold |
3,700
| – | – | 0.12% | 97 |
|
|
2024
Q4 | $371K | Buy |
3,700
+300
| +9% | +$30.1K | 0.12% | 102 |
|
|
2024
Q3 | $342K | Hold |
3,400
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $342K | Sell |
3,400
-128
| -4% | -$12.9K | 0.12% | 92 |
|
|
2024
Q1 | $355K | Hold |
3,528
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $354K | Sell |
3,528
-2,662
| -43% | -$267K | 0.14% | 89 |
|
|
2023
Q3 | $623K | Sell |
6,190
-4,583
| -43% | -$461K | 0.27% | 71 |
|
|
2023
Q2 | $1.08M | Sell |
10,773
-79,245
| -88% | -$7.97M | 0.45% | 66 |
|
|
2023
Q1 | $9.05M | Buy |
90,018
+32,416
| +56% | +$3.26M | 3.91% | 5 |
|
|
2022
Q4 | $5.77M | Buy |
57,602
+5,640
| +11% | +$565K | 2.8% | 8 |
|
|
2022
Q3 | $5.21M | Sell |
51,962
-1,397
| -3% | -$140K | 2.62% | 9 |
|
|
2022
Q2 | $5.34M | Buy |
+53,359
| New | +$5.34M | 2.64% | 9 |
|