Number of Shares
216,788.00
Current Holdings Value*
$21.81 Mil
% of Portfolio
2.61%
Total Estimate Gain
$-5,323.28
% of Total Estimate Gain
-0.02%

Kohmann Bosshard Financial Services, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 216,788.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $21.81 Mil. This investment constitutes 2.61% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.05% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then Kohmann Bosshard Financial Services, LLC has made 6 purchases of SGOV, at an average price of $100.49, for a total of 216,788.00 shares. Based on historical transaction data and SGOV's current price of $100.47, Kohmann Bosshard Financial Services, LLC's estimated gain on his SGOV holdings is $-5,323.28, reflecting a -0.02% gain to date.

Kohmann Bosshard Financial Services, LLC SGOV ($100.47) Holding Chart

Kohmann Bosshard Financial Services, LLC SGOV ($100.47) 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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