Number of Shares
215,446.00
Current Holdings Value*
$21.69 Mil
% of Portfolio
4.61%
Total Estimate Gain
$25,220.89
% of Total Estimate Gain
0.10%

Altiora Financial Group, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Altiora Financial Group, LLC held 215,446.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $21.69 Mil. This investment constitutes 4.61% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.05% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q1. And since then Altiora Financial Group, LLC has made 8 purchases of SGOV, at an average price of $100.41, for a total of 244,033.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 28,587.00 shares. Based on historical transaction data and SGOV's current price of $100.52, Altiora Financial Group, LLC's estimated gain on his SGOV holdings is $25,220.89, reflecting a 0.10% gain to date.

Altiora Financial Group, LLC SGOV ($100.52) Holding Chart

Altiora Financial Group, LLC SGOV ($100.52) 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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