MWM
Merriman Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $35.5M | Buy |
353,423
+323,687
| +1,089% | +$32.5M | 1.48% | 15 |
|
|
2024
Q3 | $3M | Sell |
29,736
-15,496
| -34% | -$1.56M | 0.12% | 65 |
|
|
2024
Q2 | $4.56M | Sell |
45,232
-5,082
| -10% | -$512K | 0.2% | 54 |
|
|
2024
Q1 | $5.07M | Buy |
50,314
+23,152
| +85% | +$2.33M | 0.23% | 50 |
|
|
2023
Q4 | $2.72M | Sell |
27,162
-314,617
| -92% | -$31.5M | 0.13% | 65 |
|
|
2023
Q3 | $34.4M | Buy |
341,779
+306,756
| +876% | +$30.9M | 1.78% | 13 |
|
|
2023
Q2 | $3.52M | Buy |
35,023
+13,369
| +62% | +$1.35M | 0.17% | 64 |
|
|
2023
Q1 | $2.18M | Sell |
21,654
-121,520
| -85% | -$12.2M | 0.11% | 64 |
|
|
2022
Q4 | $14.3M | Sell |
143,174
-1,327,299
| -90% | -$133M | 0.74% | 18 |
|
|
2022
Q3 | $147M | Buy |
+1,470,473
| New | +$147M | 9.66% | 4 |
|