Klaas Financial Asset Advisors, LLC SGOV Holdings History
Klaas Financial Asset Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 16,486.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.66 Mil. This investment constitutes 0.26% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2021Q3. And since then Klaas Financial Asset Advisors, LLC has made 8 purchases of SGOV, at an average price of $100.17, for a total of 30,575.00 shares. In addition, there have been 6 sales at an average price of $100.06 for 14,089.00 shares. Based on historical transaction data and SGOV's current price of $100.64, Klaas Financial Asset Advisors, LLC's estimated gain on his SGOV holdings is $6,195.42, reflecting a 0.20% gain to date.
Klaas Financial Asset Advisors, LLC SGOV ($100.64) Holding Chart
Klaas Financial Asset Advisors, 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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