CONFLUENCE INVESTMENT MANAGEMENT LLC SGOV Holdings History
CONFLUENCE INVESTMENT MANAGEMENT LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, CONFLUENCE INVESTMENT MANAGEMENT LLC held 2.37 Mil shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $238.64 Mil. This investment constitutes 3.37% of their stock portfolio, and CONFLUENCE INVESTMENT MANAGEMENT LLC now holds 0.48% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q4. And since then CONFLUENCE INVESTMENT MANAGEMENT LLC has made 6 purchases of SGOV, at an average price of $100.47, for a total of 2.72 Mil shares. In addition, there have been 1 sales at an average price of $100.53 for 353,532.00 shares. Based on historical transaction data and SGOV's current price of $100.55, CONFLUENCE INVESTMENT MANAGEMENT LLC's estimated gain on his SGOV holdings is $197,013.89, reflecting a 0.07% gain to date.
CONFLUENCE INVESTMENT MANAGEMENT LLC SGOV ($100.55) Holding Chart
CONFLUENCE INVESTMENT MANAGEMENT LLC SGOV ($100.55) 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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