AWA
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Alta Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Alta Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,474
Closed -$1.46M – 142
2025
Q1 		$1.46M Buy
14,474
+5,071
+54% +$510K 0.67% 33
2024
Q4 		$943K Buy
+9,403
New +$943K 0.41% 54