Laurel Wealth Advisors LLC SGOV Holdings History
Laurel Wealth Advisors LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Laurel Wealth Advisors LLC held 217,715.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $21.92 Mil. This investment constitutes 3.43% of their stock portfolio, and Laurel Wealth Advisors LLC now holds 0.05% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2021Q2. And since then Laurel Wealth Advisors LLC has made 14 purchases of SGOV, at an average price of $100.23, for a total of 226,606.00 shares. In addition, there have been 2 sales at an average price of $99.27 for 8,891.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Laurel Wealth Advisors LLC's estimated gain on his SGOV holdings is $78,490.05, reflecting a 0.35% gain to date.
Laurel Wealth Advisors LLC SGOV ($100.63) Holding Chart
Laurel Wealth Advisors 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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