Financial Strategies Group, Inc. SGOV Holdings History
Financial Strategies Group, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Financial Strategies Group, Inc. held 27,663.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $2.78 Mil. This investment constitutes 0.66% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q3. And since then Financial Strategies Group, Inc. has made 6 purchases of SGOV, at an average price of $100.49, for a total of 30,879.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 3,216.00 shares. Based on historical transaction data and SGOV's current price of $100.44, Financial Strategies Group, Inc.'s estimated gain on his SGOV holdings is $-1,341.83, reflecting a -0.04% gain to date.
Financial Strategies Group, Inc. SGOV ($100.44) Holding Chart
Financial Strategies Group, Inc. 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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