Koa Wealth Management, LLC SGOV Holdings History
Koa Wealth Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 60,573.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $6.10 Mil. This investment constitutes 4.92% of their stock portfolio, and Koa Wealth Management, LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 2 purchases of SGOV, at an average price of $100.45, for a total of 77,844.00 shares. In addition, there have been 3 sales at an average price of $100.52 for 17,271.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Koa Wealth Management, LLC's estimated gain on his SGOV holdings is $9,500.16, reflecting a 0.12% gain to date.
Koa Wealth Management, LLC SGOV ($100.59) Holding Chart
Koa Wealth Management, LLC 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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