McAdam LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
28,830
-3,071
| -10% | -$309K | 0.16% | 74 |
|
|
2025
Q1 | $3.21M | Sell |
31,901
-9,225
| -22% | -$929K | 0.2% | 67 |
|
|
2024
Q4 | $4.13M | Buy |
41,126
+7,394
| +22% | +$742K | 0.23% | 61 |
|
|
2024
Q3 | $3.4M | Buy |
33,732
+594
| +2% | +$59.8K | 0.19% | 68 |
|
|
2024
Q2 | $3.34M | Buy |
33,138
+6,725
| +25% | +$677K | 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% | +$166K | 0.05% | 144 |
|
|
2023
Q2 | $420K | Buy |
4,170
+223
| +6% | +$22.4K | 0.03% | 170 |
|
|
2023
Q1 | $397K | Buy |
+3,947
| New | +$397K | 0.04% | 169 |
|