McKinley Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.16M | Buy |
11,536
+2,847
| +33% | +$287K | 0.2% | 81 |
|
|
2024
Q1 | $875K | Buy |
8,689
+25
| +0.3% | +$2.52K | 0.11% | 136 |
|
|
2023
Q4 | $869K | Buy |
8,664
+115
| +1% | +$11.5K | 0.11% | 126 |
|
|
2023
Q3 | $861K | Buy |
8,549
+3,104
| +57% | +$312K | 0.12% | 130 |
|
|
2023
Q2 | $548K | Hold |
5,445
| – | – | 0.07% | 151 |
|
|
2023
Q1 | $548K | Buy |
+5,445
| New | +$548K | 0.07% | 152 |
|