Axis Wealth Partners, LLC SGOV Holdings History
Axis Wealth Partners, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 25,449.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $2.56 Mil. This investment constitutes 1.68% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of SGOV, at an average price of $100.49, for a total of 25,449.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Axis Wealth Partners, LLC's estimated gain on his SGOV holdings is $3,569.08, reflecting a 0.14% gain to date.
Axis Wealth Partners, LLC SGOV ($100.63) Holding Chart
Axis Wealth Partners, LLC SGOV ($100.63) 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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