AJ WEALTH STRATEGIES, LLC SGOV Holdings History
AJ WEALTH STRATEGIES, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2023-06-30, AJ WEALTH STRATEGIES, LLC held 1.32 Mil shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $133.19 Mil. This investment constitutes 6.43% of their stock portfolio, and AJ WEALTH STRATEGIES, LLC now holds 1.3% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q4. And since then AJ WEALTH STRATEGIES, LLC has made 3 purchases of SGOV, at an average price of $99.64, for a total of 1.32 Mil shares. Based on historical transaction data and SGOV's current price of $100.37, AJ WEALTH STRATEGIES, LLC's estimated gain on his SGOV holdings is $965,602.80, reflecting a 0.73% gain to date.
AJ WEALTH STRATEGIES, LLC SGOV ($100.37) Holding Chart
AJ WEALTH STRATEGIES, LLC SGOV ($100.37) 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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