Flagship Private Wealth, LLC SGOV Holdings History
Flagship Private Wealth, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 108,153.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $10.89 Mil. This investment constitutes 5.18% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0.03% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q1. And since then Flagship Private Wealth, LLC has made 4 purchases of SGOV, at an average price of $100.50, for a total of 153,359.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 45,206.00 shares. Based on historical transaction data and SGOV's current price of $100.44, Flagship Private Wealth, LLC's estimated gain on his SGOV holdings is $-4,933.57, reflecting a -0.03% gain to date.
Flagship Private Wealth, LLC SGOV ($100.44) Holding Chart
Flagship Private Wealth, LLC 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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