Koa Wealth Management’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 | $6.07M | Sell |
60,287
-286
| -0.5% | -$28.8K | 4.82% | 4 |
|
|
2025
Q1 | $6.1M | Sell |
60,573
-7,823
| -11% | -$788K | 4.92% | 3 |
|
|
2024
Q4 | $6.86M | Buy |
68,396
+11,354
| +20% | +$1.14M | 5.61% | 4 |
|
|
2024
Q3 | $5.75M | Sell |
57,042
-6,289
| -10% | -$633K | 4.44% | 4 |
|
|
2024
Q2 | $6.38M | Buy |
63,331
+21,368
| +51% | +$2.15M | 5.39% | 4 |
|
|
2024
Q1 | $4.23M | Sell |
41,963
-3,159
| -7% | -$318K | 3.81% | 5 |
|
|
2023
Q4 | $4.52M | Buy |
+45,122
| New | +$4.52M | 4.47% | 4 |
|