GM Advisory Group, LLC SGOV Holdings History
GM Advisory Group, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, GM Advisory Group, LLC held 1.48 Mil shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $149.34 Mil. This investment constitutes 8.06% of their stock portfolio, and GM Advisory Group, LLC now holds 0.32% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q3. And since then GM Advisory Group, LLC has made 8 purchases of SGOV, at an average price of $99.95, for a total of 2.00 Mil shares. In addition, there have been 3 sales at an average price of $100.48 for 516,143.00 shares. Based on historical transaction data and SGOV's current price of $100.59, GM Advisory Group, LLC's estimated gain on his SGOV holdings is $1.23 Mil, reflecting a 0.61% gain to date.
GM Advisory Group, LLC SGOV ($100.59) Holding Chart
GM Advisory Group, LLC 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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