Madrona Financial Services’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
2023
Q3
Sell
-40,323
Closed -$4.06M 98
2023
Q2
$4.06M Sell
40,323
-8,705
-18% -$876K 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