Claro Advisors LLC SGOV Holdings History

Number of Shares
18,889.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
0.25%
Total Estimate Gain
$3,817.95
% of Total Estimate Gain
0.14%

Claro Advisors LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Claro Advisors LLC held 18,889.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.90 Mil. This investment constitutes 0.25% of their stock portfolio, and Claro Advisors LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then Claro Advisors LLC has made 3 purchases of SGOV, at an average price of $100.48, for a total of 27,046.00 shares. In addition, there have been 3 sales at an average price of $100.51 for 8,157.00 shares. Based on historical transaction data and SGOV's current price of $100.67, Claro Advisors LLC's estimated gain on his SGOV holdings is $3,817.95, reflecting a 0.14% gain to date.

Claro Advisors LLC SGOV ($100.67) Holding Chart

Claro Advisors LLC SGOV ($100.67) 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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