Custom Portfolio Group LLC SGOV Holdings History
Custom Portfolio Group LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 537,065.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $49.99 Mil. This investment constitutes 44.75% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 1 purchases of SGOV, at an average price of $100.42, for a total of 608,196.00 shares. In addition, there have been 1 sales at an average price of $100.51 for 71,131.00 shares. Based on historical transaction data and SGOV's current price of $100.44, Custom Portfolio Group LLC's estimated gain on his SGOV holdings is $14,852.38, reflecting a 0.02% gain to date.
Custom Portfolio Group LLC SGOV ($100.44) Holding Chart
Custom Portfolio Group LLC SGOV ($100.44) 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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