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Brio Consultants’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Brio Consultants’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,070
Closed -$208K – 121
2024
Q4 		$208K Sell
2,070
-1,152
-36% -$116K 0.03% 108
2024
Q3 		$325K Buy
+3,222
New +$325K 0.05% 90