Number of Shares
560,157.00
Current Holdings Value*
$56.39 Mil
% of Portfolio
56.47%
Total Estimate Gain
$-45,674.22
% of Total Estimate Gain
-0.08%

Dynamic Financial Group's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Dynamic Financial Group held 560,157.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $56.39 Mil. This investment constitutes 56.47% of their stock portfolio, and Dynamic Financial Group now holds 0.12% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q4. And since then Dynamic Financial Group has made 1 purchases of SGOV, at an average price of $100.45, for a total of 560,157.00 shares. Based on historical transaction data and SGOV's current price of $100.37, Dynamic Financial Group's estimated gain on his SGOV holdings is $-45,674.22, reflecting a -0.08% gain to date.

Dynamic Financial Group SGOV ($100.37) Holding Chart

Dynamic Financial Group SGOV ($100.37) 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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