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Rochester Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Rochester Wealth Strategies’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.46M Buy
34,375
+9,467
+38% +$953K 2.48% 13
2025
Q1 		$2.51M Buy
+24,908
New +$2.51M 1.99% 13