Punch Card Management — SGOV

How Punch Card Management's position in Ishares TR changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

2

First reported

Q4 2025

Latest value

$46,303,600

Latest weight

17.1%

Peak weight

18.9%

Shares since first

-18.7%

Position Trend

Shares, value, and weight from first report to latest report.

Punch Card Management first reported 566,000 shares in Q4 2025 and most recently reported 460,000 shares in Q1 2026. Portfolio weight peaked at 18.9% in Q4 2025; the low reported weight was 17.1% in Q1 2026.

Since the first report, shares are -18.7% and reported value is -18.5%. Latest move: TRIM