Number of Shares
1.36 Mil
Current Holdings Value*
$136.87 Mil
% of Portfolio
0.68%
Total Estimate Gain
$162,721.98
% of Total Estimate Gain
0.11%

Cresset Asset Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Cresset Asset Management, LLC held 1.36 Mil shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $136.87 Mil. This investment constitutes 0.68% of their stock portfolio, and Cresset Asset Management, LLC now holds 0.29% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q3. And since then Cresset Asset Management, LLC has made 5 purchases of SGOV, at an average price of $100.47, for a total of 1.42 Mil shares. In addition, there have been 2 sales at an average price of $100.46 for 65,186.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Cresset Asset Management, LLC's estimated gain on his SGOV holdings is $162,721.98, reflecting a 0.11% gain to date.

Cresset Asset Management, LLC SGOV ($100.59) Holding Chart

Cresset Asset Management, 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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