McNamara Financial Services’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
$2.45M Buy
24,343
+10,802
+80% +$1.09M 0.49% 19
2025
Q1
$1.36M Buy
13,541
+9,799
+262% +$986K 0.29% 26
2024
Q4
$375K Buy
+3,742
New +$375K 0.09% 48