Number of Shares
14,655.00
Current Holdings Value*
$1.48 Mil
% of Portfolio
0.25%
Total Estimate Gain
$879.30
% of Total Estimate Gain
0.06%

Affinity Capital Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-06-30, Affinity Capital Advisors, LLC held 14,655.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.48 Mil. This investment constitutes 0.25% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2025Q2. And since then Affinity Capital Advisors, LLC has made 1 purchases of SGOV, at an average price of $100.53, for a total of 14,655.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Affinity Capital Advisors, LLC's estimated gain on his SGOV holdings is $879.30, reflecting a 0.06% gain to date.

Affinity Capital Advisors, LLC SGOV ($100.59) Holding Chart

Affinity Capital Advisors, LLC SGOV ($100.59) 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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