Number of Shares
19,275.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
0.41%
Total Estimate Gain
$1,229.56
% of Total Estimate Gain
0.06%

First Personal Financial Services's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2024-09-30, First Personal Financial Services held 19,275.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.94 Mil. This investment constitutes 0.41% of their stock portfolio, and First Personal Financial Services now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q2. And since then First Personal Financial Services has made 2 purchases of SGOV, at an average price of $100.53, for a total of 19,275.00 shares. Based on historical transaction data and SGOV's current price of $100.59, First Personal Financial Services's estimated gain on his SGOV holdings is $1,229.56, reflecting a 0.06% gain to date.

First Personal Financial Services SGOV ($100.59) Holding Chart

First Personal Financial Services SGOV ($100.59) 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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