Number of Shares
759,836.00
Current Holdings Value*
$76.51 Mil
% of Portfolio
26.33%
Total Estimate Gain
$81,306.76
% of Total Estimate Gain
0.07%

LEE JOHNSON CAPITAL MANAGEMENT, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-06-30, LEE JOHNSON CAPITAL MANAGEMENT, LLC held 759,836.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $76.51 Mil. This investment constitutes 26.33% of their stock portfolio, and LEE JOHNSON CAPITAL MANAGEMENT, LLC now holds 0.15% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q1. And since then LEE JOHNSON CAPITAL MANAGEMENT, LLC has made 2 purchases of SGOV, at an average price of $100.51, for a total of 1.11 Mil shares. In addition, there have been 4 sales at an average price of $100.49 for 350,030.00 shares. Based on historical transaction data and SGOV's current price of $100.63, LEE JOHNSON CAPITAL MANAGEMENT, LLC's estimated gain on his SGOV holdings is $81,306.76, reflecting a 0.07% gain to date.

LEE JOHNSON CAPITAL MANAGEMENT, LLC SGOV ($100.63) Holding Chart

LEE JOHNSON CAPITAL 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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