McAdam LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.81M	Sell	27,948 -1,290	-4%	-$130K	0.13%	89
2025 Q4	$2.93M	Buy	29,238 +4,582	+19%	+$460K	0.13%	86
2025 Q3	$2.48M	Sell	24,656 -4,174	-14%	-$420K	0.12%	87
2025 Q2	$2.9M	Sell	28,830 -3,071	-10%	-$309K	0.16%	74
2025 Q1	$3.21M	Sell	31,901 -9,225	-22%	-$927K	0.2%	67
2024 Q4	$4.13M	Buy	41,126 +7,394	+22%	+$743K	0.23%	61
2024 Q3	$3.4M	Buy	33,732 +594	+2%	+$59.7K	0.19%	68
2024 Q2	$3.34M	Buy	33,138 +6,725	+25%	+$676K	0.2%	64
2024 Q1	$2.66M	Buy	26,413 +20,574	+352%	+$2.07M	0.17%	72
2023 Q4	$585K	Buy	5,839 +25	+0.4%	+$2.51K	0.04%	145
2023 Q3	$585K	Buy	5,814 +1,644	+39%	+$165K	0.05%	144
2023 Q2	$420K	Buy	4,170 +223	+6%	+$22.4K	0.03%	170
2023 Q1	$397K	Buy	+3,947	New	+$396K	0.04%	169