COWA LLC’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 | $3.34M | Buy |
33,208
+6,531
| +24% | +$657K | 1.27% | 21 |
|
|
2025
Q1 | $2.69M | Sell |
26,677
-8,284
| -24% | -$834K | 1.15% | 27 |
|
|
2024
Q4 | $3.51M | Sell |
34,961
-3,609
| -9% | -$362K | 1.62% | 18 |
|
|
2024
Q3 | $3.88M | Sell |
38,570
-2,730
| -7% | -$275K | 1.85% | 16 |
|
|
2024
Q2 | $4.14M | Sell |
41,300
-1,997
| -5% | -$200K | 2.21% | 12 |
|
|
2024
Q1 | $4.36M | Buy |
43,297
+2,051
| +5% | +$207K | 2.57% | 12 |
|
|
2023
Q4 | $4.14M | Buy |
41,246
+1,894
| +5% | +$190K | 2.58% | 12 |
|
|
2023
Q3 | $3.96M | Sell |
39,352
-445
| -1% | -$44.8K | 2.67% | 12 |
|
|
2023
Q2 | $4M | Buy |
39,797
+3,203
| +9% | +$322K | 2.64% | 12 |
|
|
2023
Q1 | $41.7K | Buy |
36,594
+32,740
| +850% | +$37.3K | 0.03% | 111 |
|
|
2022
Q4 | $386K | Sell |
3,854
-14,009
| -78% | -$1.4M | 0.24% | 78 |
|
|
2022
Q3 | $1.79M | Sell |
17,863
-118,111
| -87% | -$11.8M | 1.18% | 25 |
|
|
2022
Q2 | $13.6M | Sell |
135,974
-22,936
| -14% | -$2.29M | 7.81% | 1 |
|
|
2022
Q1 | $15.9M | Buy |
+158,910
| New | +$15.9M | 7.89% | 1 |
|