Capital Planning LLC SGOV Holdings History
Capital Planning LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Capital Planning LLC held 45,588.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $4.59 Mil. This investment constitutes 1.28% of their stock portfolio, and Capital Planning LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q3. And since then Capital Planning LLC has made 3 purchases of SGOV, at an average price of $100.49, for a total of 45,588.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Capital Planning LLC's estimated gain on his SGOV holdings is $4,576.18, reflecting a 0.10% gain to date.
Capital Planning LLC SGOV ($100.59) Holding Chart
Capital Planning LLC 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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