MFT
Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
2,655
-1,327
| -33% | -$134K | 0.03% | 103 |
|
|
2025
Q1 | $401K | Sell |
3,982
-939
| -19% | -$94.5K | 0.06% | 79 |
|
|
2024
Q4 | $494K | Buy |
4,921
+138
| +3% | +$13.8K | 0.07% | 68 |
|
|
2024
Q3 | $482K | Buy |
4,783
+440
| +10% | +$44.3K | 0.07% | 72 |
|
|
2024
Q2 | $437K | Buy |
4,343
+1,924
| +80% | +$194K | 0.07% | 71 |
|
|
2024
Q1 | $244K | Buy |
2,419
+193
| +9% | +$19.4K | 0.04% | 96 |
|
|
2023
Q4 | $223K | Buy |
+2,226
| New | +$223K | 0.04% | 99 |
|