MWM
Mascoma 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 | $8.28M | Sell |
82,268
-2,670
| -3% | -$269K | 1.92% | 13 |
|
|
2025
Q1 | $8.55M | Sell |
84,938
-6,688
| -7% | -$673K | 2.13% | 11 |
|
|
2024
Q4 | $9.19M | Sell |
91,626
-409
| -0.4% | -$41K | 2.31% | 12 |
|
|
2024
Q3 | $9.27M | Sell |
92,035
-30,927
| -25% | -$3.11M | 2.31% | 12 |
|
|
2024
Q2 | $12.4M | Buy |
+122,962
| New | +$12.4M | 3.29% | 10 |
|