Focused Wealth Management, Inc SGOV Holdings History
Focused Wealth Management, Inc's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Focused Wealth Management, Inc held 305,927.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $30.80 Mil. This investment constitutes 4.16% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.07% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q3. And since then Focused Wealth Management, Inc has made 4 purchases of SGOV, at an average price of $100.46, for a total of 386,165.00 shares. In addition, there have been 3 sales at an average price of $100.50 for 80,238.00 shares. Based on historical transaction data and SGOV's current price of $100.47, Focused Wealth Management, Inc's estimated gain on his SGOV holdings is $4,679.70, reflecting a 0.01% gain to date.
Focused Wealth Management, Inc SGOV ($100.47) Holding Chart
Focused Wealth Management, Inc SGOV ($100.47) 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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