Kathleen S. Wright Associates Inc. SGOV Holdings History
Kathleen S. Wright Associates Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 141,154.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $14.21 Mil. This investment constitutes 5.89% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.03% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q2. And since then Kathleen S. Wright Associates Inc. has made 7 purchases of SGOV, at an average price of $100.07, for a total of 177,220.00 shares. In addition, there have been 4 sales at an average price of $100.49 for 36,066.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Kathleen S. Wright Associates Inc.'s estimated gain on his SGOV holdings is $94,054.05, reflecting a 0.53% gain to date.
Kathleen S. Wright Associates Inc. SGOV ($100.63) Holding Chart
Kathleen S. Wright Associates Inc. SGOV ($100.63) 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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