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Koss-Olinger Consulting’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Koss-Olinger Consulting’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-600,876
Closed -$60.2M – 268
2022
Q4 		$60.2M Buy
600,876
+30,271
+5% +$3.03M 8.65% 2
2022
Q3 		$57.2M Buy
570,605
+1,664
+0.3% +$167K 9.73% 2
2022
Q2 		$57M Buy
+568,941
New +$57M 10.39% 3