CX Institutional SGOV Holdings History

Number of Shares
442,313.00
Current Holdings Value*
$44.53 Mil
% of Portfolio
1.68%
Total Estimate Gain
$-3,789.63
% of Total Estimate Gain
-0.00%

CX Institutional's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, CX Institutional held 442,313.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $44.53 Mil. This investment constitutes 1.68% of their stock portfolio, and CX Institutional now holds 0.1% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then CX Institutional has made 3 purchases of SGOV, at an average price of $100.47, for a total of 904,480.00 shares. In addition, there have been 3 sales at an average price of $100.51 for 462,167.00 shares. Based on historical transaction data and SGOV's current price of $100.42, CX Institutional's estimated gain on his SGOV holdings is $-3,789.63, reflecting a -0.00% gain to date.

CX Institutional SGOV ($100.42) Holding Chart

CX Institutional 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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