MFS
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Madrona Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Madrona Financial Services’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40,323
Closed -$4.06M – 98
2023
Q2 		$4.06M Sell
40,323
-8,705
-18% -$874K 1.98% 15
2023
Q1 		$4.93M Buy
49,028
+1,432
+3% +$144K 2.65% 12
2022
Q4 		$4.77M Buy
+47,596
New +$4.77M 2.73% 13

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Cerity Partners
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AWM
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Ameriprise
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CAN
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Envestnet Asset Management
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