JDM Financial Group LLC SGOV Holdings History
JDM Financial Group LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, JDM Financial Group LLC held 42,900.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $4.32 Mil. This investment constitutes 2.19% of their stock portfolio, and JDM Financial Group LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q3. And since then JDM Financial Group LLC has made 3 purchases of SGOV, at an average price of $100.51, for a total of 42,900.00 shares. Based on historical transaction data and SGOV's current price of $100.64, JDM Financial Group LLC's estimated gain on his SGOV holdings is $5,384.82, reflecting a 0.12% gain to date.
JDM Financial Group LLC SGOV ($100.64) Holding Chart
JDM Financial Group 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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