Number of Shares
456,664.00
Current Holdings Value*
$45.97 Mil
% of Portfolio
2.42%
Total Estimate Gain
$15,175.45
% of Total Estimate Gain
0.03%

FLAGSHIP HARBOR ADVISORS, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, FLAGSHIP HARBOR ADVISORS, LLC held 456,664.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $45.97 Mil. This investment constitutes 2.42% of their stock portfolio, and FLAGSHIP HARBOR ADVISORS, LLC now holds 0.11% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q3. And since then FLAGSHIP HARBOR ADVISORS, LLC has made 6 purchases of SGOV, at an average price of $100.48, for a total of 456,664.00 shares. Based on historical transaction data and SGOV's current price of $100.51, FLAGSHIP HARBOR ADVISORS, LLC's estimated gain on his SGOV holdings is $15,175.45, reflecting a 0.03% gain to date.

FLAGSHIP HARBOR ADVISORS, LLC SGOV ($100.51) Holding Chart

FLAGSHIP HARBOR ADVISORS, LLC 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 %

Top Ranked Articles

  • 1