Cove Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.48M Sell
54,450
-2,000
-4% -$201K 1.93% 9
2025
Q1
$5.68M Buy
56,450
+35,700
+172% +$3.59M 2.99% 6
2024
Q4
$2.08M Buy
+20,750
New +$2.08M 1.25% 20