Number of Shares
84,902.00
Current Holdings Value*
$8.52 Mil
% of Portfolio
0.77%
Total Estimate Gain
$8,342.10
% of Total Estimate Gain
0.09%

Campbell Wealth Management's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2024-12-31, Campbell Wealth Management held 84,902.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $8.52 Mil. This investment constitutes 0.77% of their stock portfolio, and Campbell Wealth Management now holds 0.03% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q1. And since then Campbell Wealth Management has made 3 purchases of SGOV, at an average price of $100.49, for a total of 91,810.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 6,908.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Campbell Wealth Management's estimated gain on his SGOV holdings is $8,342.10, reflecting a 0.09% gain to date.

Campbell Wealth Management SGOV ($100.59) Holding Chart

Campbell Wealth Management SGOV ($100.59) 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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