4WEALTH ADVISORS, INC. SGOV Holdings History
4WEALTH ADVISORS, INC.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 18,850.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.90 Mil. This investment constitutes 2.07% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.51 for 1,315.00 shares. Based on historical transaction data and SGOV's current price of $100.62, 4WEALTH ADVISORS, INC.'s estimated gain on his SGOV holdings is $3,283.40, reflecting a 0.16% gain to date.
4WEALTH ADVISORS, INC. SGOV ($100.62) Holding Chart
4WEALTH ADVISORS, INC. SGOV ($100.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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