Number of Shares
417,900.00
Current Holdings Value*
$42.08 Mil
% of Portfolio
26.71%
Total Estimate Gain
$47,005.31
% of Total Estimate Gain
0.11%

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

As of 2025-06-30, Efficient Frontier Advisors LLC held 417,900.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $42.08 Mil. This investment constitutes 26.71% of their stock portfolio, and Efficient Frontier Advisors LLC now holds 0.08% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then Efficient Frontier Advisors LLC has made 3 purchases of SGOV, at an average price of $100.45, for a total of 437,593.00 shares. In addition, there have been 3 sales at an average price of $100.49 for 19,693.00 shares. Based on historical transaction data and SGOV's current price of $100.56, Efficient Frontier Advisors LLC's estimated gain on his SGOV holdings is $47,005.31, reflecting a 0.11% gain to date.

Efficient Frontier Advisors LLC SGOV ($100.56) Holding Chart

Efficient Frontier Advisors LLC SGOV ($100.56) 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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