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

Cohalo Advisory’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	2,099 +280	+15%	+$28.1K	12.78%	3
2026 Q1	$183K	Buy	1,819 +124	+7%	+$12.5K	12.96%	5
2025 Q4	$170K	Sell	1,695 -9	-0.5%	-$904	12.61%	5
2025 Q3	$172K	Sell	1,704 -66	-4%	-$6.64K	13.39%	4
2025 Q2	$178K	Sell	1,770 -945	-35%	-$95K	13.62%	4
2025 Q1	$273K	Buy	2,715 +200	+8%	+$20.1K	20.17%	1
2024 Q4	$252K	Buy	+2,515	New	+$253K	21.59%	2

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cohalo Advisory's SGOV Position: Q2 2026 in Review

Cohalo Advisory increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,099 shares worth $211K. The position accounts for 12.78% of the portfolio, ranked #3.

Cohalo Advisory first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q1 2025. 699 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cohalo Advisory held 2,099 shares of iShares 0-3 Month Treasury Bond ETF worth $211K as of Q2 2026.
Cohalo Advisory bought 280 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $28.1K.
iShares 0-3 Month Treasury Bond ETF made up 12.78% of Cohalo Advisory's portfolio in Q2 2026, its #3 holding.
Cohalo Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cohalo Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $273K in Q1 2025.
699 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cohalo Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.