Kohmann Bosshard Financial Services’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 | $23.6M | Buy |
233,941
+17,153
| +8% | +$1.73M | 2.63% | 9 |
|
|
2025
Q1 | $21.8M | Buy |
216,788
+1,554
| +0.7% | +$156K | 2.57% | 9 |
|
|
2024
Q4 | $21.6M | Buy |
215,234
+2,720
| +1% | +$273K | 2.59% | 9 |
|
|
2024
Q3 | $21.4M | Buy |
212,514
+19,841
| +10% | +$2M | 2.66% | 9 |
|
|
2024
Q2 | $19.4M | Buy |
192,673
+73,715
| +62% | +$7.42M | 2.61% | 8 |
|
|
2024
Q1 | $12M | Buy |
118,958
+70,969
| +148% | +$7.15M | 1.67% | 20 |
|
|
2023
Q4 | $4.81M | Buy |
+47,989
| New | +$4.81M | 0.73% | 31 |
|