AXXCESS WEALTH MANAGEMENT, LLC SGOV Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 522,407.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $52.59 Mil. This investment constitutes 1.4% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.11% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 8 purchases of SGOV, at an average price of $100.21, for a total of 660,834.00 shares. In addition, there have been 1 sales at an average price of $100.51 for 138,427.00 shares. Based on historical transaction data and SGOV's current price of $100.42, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his SGOV holdings is $147,978.30, reflecting a 0.22% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC SGOV ($100.42) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC SGOV ($100.42) 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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