Core Wealth Partners LLC SGOV Holdings History
Core Wealth Partners LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 45,308.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $4.56 Mil. This investment constitutes 2.65% of their stock portfolio, and Core Wealth Partners LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Partners LLC has made 3 purchases of SGOV, at an average price of $99.57, for a total of 61,309.00 shares. In addition, there have been 6 sales at an average price of $99.99 for 16,001.00 shares. Based on historical transaction data and SGOV's current price of $100.64, Core Wealth Partners LLC's estimated gain on his SGOV holdings is $55,266.92, reflecting a 0.91% gain to date.
Core Wealth Partners LLC SGOV ($100.64) Holding Chart
Core Wealth Partners LLC SGOV ($100.64) 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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