Valeo Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Valeo Financial Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$253K	Buy
2022 Q4	–	Sell
2022 Q3	$602K	Sell
2022 Q2	$1M	Buy