Finley Financial, LLC SGOV Holdings History
Number of Shares
6,270.00
Current Holdings Value*
$631,330.00
% of Portfolio
0.32%
Total Estimate Gain
$689.70
% of Total Estimate Gain
0.11%
Finley Financial, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Finley Financial, LLC held 6,270.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $631,330.00. This investment constitutes 0.32% of their stock portfolio, and Finley Financial, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2025Q2. And since then Finley Financial, LLC has made 1 purchases of SGOV, at an average price of $100.53, for a total of 6,270.00 shares. Based on historical transaction data and SGOV's current price of $100.64, Finley Financial, LLC's estimated gain on his SGOV holdings is $689.70, reflecting a 0.11% gain to date.
Finley Financial, LLC SGOV ($100.64) Holding Chart
Finley Financial, LLC SGOV ($100.64) 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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