Winthrop 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
2025
Q2
$4.42M Buy
43,930
+22,030
+101% +$2.22M 1.12% 28
2025
Q1
$2.21M Buy
21,900
+435
+2% +$43.8K 0.61% 39
2024
Q4
$2.15M Buy
+21,465
New +$2.15M 0.57% 41