BCM
BML Capital Management’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
Q1 | – | Sell |
-260,000
| Closed | -$26.1M | – | 27 |
|
|
2024
Q4 | $26.1M | Sell |
260,000
-10,000
| -4% | -$1M | 16.2% | 2 |
|
|
2024
Q3 | $27.2M | Hold |
270,000
| – | – | 16% | 1 |
|
|
2024
Q2 | $27.2M | Hold |
270,000
| – | – | 19.4% | 1 |
|
|
2024
Q1 | $27.2M | Hold |
270,000
| – | – | 17.93% | 1 |
|
|
2023
Q4 | $27.1M | Hold |
270,000
| – | – | 20.51% | 1 |
|
|
2023
Q3 | $27.2M | Buy |
270,000
+90,000
| +50% | +$9.06M | 24.96% | 1 |
|
|
2023
Q2 | $18.1M | Buy |
180,000
+55,000
| +44% | +$5.53M | 16.29% | 2 |
|
|
2023
Q1 | $12.6M | Buy |
+125,000
| New | +$12.6M | 10.87% | 2 |
|