Blake Schutter Theil Wealth Advisors, LLC SGOV Holdings History
Blake Schutter Theil Wealth Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 8,650.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $870,800.00. This investment constitutes 0.99% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. And since then Blake Schutter Theil Wealth Advisors, LLC has made 2 purchases of SGOV, at an average price of $100.48, for a total of 8,650.00 shares. Based on historical transaction data and SGOV's current price of $100.42, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his SGOV holdings is $-506.04, reflecting a -0.06% gain to date.
Blake Schutter Theil Wealth Advisors, LLC SGOV ($100.42) Holding Chart
Blake Schutter Theil Wealth Advisors, 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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