MONECO Advisors, LLC SGOV Holdings History

Number of Shares
537,430.00
Current Holdings Value*
$54.10 Mil
% of Portfolio
5.56%
Total Estimate Gain
$80,452.57
% of Total Estimate Gain
0.15%

MONECO Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, MONECO Advisors, LLC held 537,430.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $54.10 Mil. This investment constitutes 5.56% of their stock portfolio, and MONECO Advisors, LLC now holds 0.12% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q1. And since then MONECO Advisors, LLC has made 4 purchases of SGOV, at an average price of $100.48, for a total of 537,943.00 shares. In addition, there have been 1 sales at an average price of $100.52 for 513.00 shares. Based on historical transaction data and SGOV's current price of $100.63, MONECO Advisors, LLC's estimated gain on his SGOV holdings is $80,452.57, reflecting a 0.15% gain to date.

MONECO Advisors, LLC SGOV ($100.63) Holding Chart

MONECO 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 %

Top Ranked Articles

  • 1