Number of Shares
189,117.00
Current Holdings Value*
$18.99 Mil
% of Portfolio
13.37%
Total Estimate Gain
$23,275.26
% of Total Estimate Gain
0.12%

Keystone Financial Group, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 189,117.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $18.99 Mil. This investment constitutes 13.37% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.04% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of SGOV, at an average price of $100.47, for a total of 189,117.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Keystone Financial Group, Inc.'s estimated gain on his SGOV holdings is $23,275.26, reflecting a 0.12% gain to date.

Keystone Financial Group, Inc. SGOV ($100.59) Holding Chart

Keystone Financial Group, 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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