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Cohalo Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cohalo Advisory’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$178K Sell
1,770
-945
-35% -$95.2K 13.62% 4
2025
Q1 		$273K Buy
2,715
+200
+8% +$20.1K 20.17% 1
2024
Q4 		$252K Buy
+2,515
New +$252K 21.59% 2