McElhenny Sheffield Capital Management’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
2025
Q1
Sell
2024
Q4
$40.2M Buy
2023
Q4
Sell
2023
Q3
$14.9M Buy
2023
Q2
Sell
2023
Q1
$12.2M Sell
2022
Q4
$18.1M Buy
2022
Q3
$576K Sell
2022
Q2
$44.1M Buy