Kingsview Wealth Management, LLC SGOV Holdings History
Kingsview Wealth Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 1.28 Mil shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $129.24 Mil. This investment constitutes 2.43% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 0.27% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q2. And since then Kingsview Wealth Management, LLC has made 8 purchases of SGOV, at an average price of $100.24, for a total of 1.61 Mil shares. In addition, there have been 4 sales at an average price of $99.40 for 326,847.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Kingsview Wealth Management, LLC's estimated gain on his SGOV holdings is $214,052.32, reflecting a 0.13% gain to date.
Kingsview Wealth Management, LLC SGOV ($100.63) Holding Chart
Kingsview Wealth Management, LLC 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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