WCWM
Willow Creek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
18,649
-6,276
| -25% | -$632K | 0.17% | 54 |
|
|
2025
Q1 | $2.51M | Buy |
24,925
+54
| +0.2% | +$5.44K | 0.24% | 41 |
|
|
2024
Q4 | $2.5M | Sell |
24,871
-40,258
| -62% | -$4.04M | 0.25% | 41 |
|
|
2024
Q3 | $6.56M | Buy |
65,129
+6,087
| +10% | +$613K | 0.69% | 30 |
|
|
2024
Q2 | $5.95M | Sell |
59,042
-7,639
| -11% | -$769K | 0.68% | 31 |
|
|
2024
Q1 | $6.72M | Buy |
66,681
+14,682
| +28% | +$1.48M | 0.79% | 28 |
|
|
2023
Q4 | $5.21M | Buy |
51,999
+31,138
| +149% | +$3.12M | 0.65% | 30 |
|
|
2023
Q3 | $2.1M | Buy |
20,861
+12,314
| +144% | +$1.24M | 0.31% | 37 |
|
|
2023
Q2 | $860K | Buy |
+8,547
| New | +$860K | 0.12% | 62 |
|