Mascoma Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mascoma Wealth Management’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
2025 Q3	$8.61M	Buy
2025 Q2	$8.28M	Sell
2025 Q1	$8.55M	Sell
2024 Q4	$9.19M	Sell
2024 Q3	$9.27M	Sell
2024 Q2	$12.4M	Buy