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Talon Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Talon Private Wealth’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26M Sell
258,059
-25,286
-9% -$2.55M 3.58% 12
2025
Q1 		$28.5M Sell
283,345
-6,894
-2% -$694K 3.82% 11
2024
Q4 		$29.1M Buy
+290,239
New +$29.1M 6.08% 6