MOTIVE WEALTH ADVISORS SGOV Holdings History
MOTIVE WEALTH ADVISORS's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 91,776.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $9.24 Mil. This investment constitutes 4.21% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.02% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. And since then MOTIVE WEALTH ADVISORS has made 2 purchases of SGOV, at an average price of $100.47, for a total of 98,783.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 7,007.00 shares. Based on historical transaction data and SGOV's current price of $100.64, MOTIVE WEALTH ADVISORS's estimated gain on his SGOV holdings is $16,335.52, reflecting a 0.16% gain to date.
MOTIVE WEALTH ADVISORS SGOV ($100.64) Holding Chart
MOTIVE WEALTH ADVISORS SGOV ($100.64) 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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