MSWM
Mader & Shannon Wealth 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
Q2 | $18.9M | Buy |
188,087
+1,442
| +0.8% | +$145K | 10.32% | 4 |
|
|
2025
Q1 | $18.8M | Sell |
186,645
-21,525
| -10% | -$2.17M | 10.72% | 3 |
|
|
2024
Q4 | $20.9M | Sell |
208,170
-34,170
| -14% | -$3.43M | 12.91% | 3 |
|
|
2024
Q3 | $24.4M | Sell |
242,340
-78,608
| -24% | -$7.92M | 14.19% | 3 |
|
|
2024
Q2 | $32.3M | Sell |
320,948
-193,683
| -38% | -$19.5M | 19.43% | 1 |
|
|
2024
Q1 | $51.8M | Buy |
514,631
+76,657
| +18% | +$7.72M | 29.07% | 1 |
|
|
2023
Q4 | $43.9M | Buy |
437,974
+216,595
| +98% | +$21.7M | 24.98% | 1 |
|
|
2023
Q3 | $22.3M | Buy |
+221,379
| New | +$22.3M | 14.65% | 2 |
|