Number of Shares
421,838.00
Current Holdings Value*
$42.47 Mil
% of Portfolio
12.18%
Total Estimate Gain
$1,504.21
% of Total Estimate Gain
0.00%

FIRST WILSHIRE SECURITIES MANAGEMENT INC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, FIRST WILSHIRE SECURITIES MANAGEMENT INC held 421,838.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $42.47 Mil. This investment constitutes 12.18% of their stock portfolio, and FIRST WILSHIRE SECURITIES MANAGEMENT INC now holds 0.09% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q3. And since then FIRST WILSHIRE SECURITIES MANAGEMENT INC has made 6 purchases of SGOV, at an average price of $100.50, for a total of 429,026.00 shares. In addition, there have been 1 sales at an average price of $100.42 for 7,188.00 shares. Based on historical transaction data and SGOV's current price of $100.51, FIRST WILSHIRE SECURITIES MANAGEMENT INC's estimated gain on his SGOV holdings is $1,504.21, reflecting a 0.00% gain to date.

FIRST WILSHIRE SECURITIES MANAGEMENT INC SGOV ($100.51) Holding Chart

FIRST WILSHIRE SECURITIES MANAGEMENT INC SGOV ($100.51) 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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