KLEIN PAVLIS & PEASLEY FINANCIAL, INC. SGOV Holdings History
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 144,996.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $14.60 Mil. This investment constitutes 9.74% of their stock portfolio, and KLEIN PAVLIS & PEASLEY FINANCIAL, INC. now holds 0.03% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q4. And since then KLEIN PAVLIS & PEASLEY FINANCIAL, INC. has made 4 purchases of SGOV, at an average price of $100.49, for a total of 172,940.00 shares. In addition, there have been 2 sales at an average price of $100.52 for 27,944.00 shares. Based on historical transaction data and SGOV's current price of $100.59, KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s estimated gain on his SGOV holdings is $15,927.32, reflecting a 0.09% gain to date.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. SGOV ($100.59) Holding Chart
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 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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