Wisconsin 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 | $3.44M | Sell |
34,189
-7,799
| -19% | -$785K | 1.9% | 19 |
|
|
2025
Q1 | $4.23M | Sell |
41,988
-44
| -0.1% | -$4.43K | 2.69% | 15 |
|
|
2024
Q4 | $4.22M | Sell |
42,032
-1,805
| -4% | -$181K | 2.32% | 21 |
|
|
2024
Q3 | $4.42M | Buy |
43,837
+4,468
| +11% | +$450K | 2.32% | 19 |
|
|
2024
Q2 | $3.96M | Buy |
39,369
+1,006
| +3% | +$101K | 2.01% | 24 |
|
|
2024
Q1 | $3.86M | Sell |
38,363
-11,656
| -23% | -$1.17M | 2.03% | 24 |
|
|
2023
Q4 | $5.02M | Buy |
50,019
+9,418
| +23% | +$944K | 2.98% | 10 |
|
|
2023
Q3 | $4.09M | Buy |
40,601
+12,691
| +45% | +$1.28M | 2.7% | 13 |
|
|
2023
Q2 | $2.81M | Buy |
27,910
+3,450
| +14% | +$347K | 1.82% | 24 |
|
|
2023
Q1 | $2.46M | Buy |
+24,460
| New | +$2.46M | 1.68% | 26 |
|