Centric Wealth Management SGOV Holdings History
Centric Wealth Management's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Centric Wealth Management held 40,935.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $4.12 Mil. This investment constitutes 1.08% of their stock portfolio, and Centric Wealth Management now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2025Q1. And since then Centric Wealth Management has made 1 purchases of SGOV, at an average price of $100.51, for a total of 40,935.00 shares. Based on historical transaction data and SGOV's current price of $100.45, Centric Wealth Management's estimated gain on his SGOV holdings is $-2,456.10, reflecting a -0.06% gain to date.
Centric Wealth Management SGOV ($100.45) Holding Chart
Centric Wealth Management SGOV ($100.45) 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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