Number of Shares
91,776.00
Current Holdings Value*
$9.24 Mil
% of Portfolio
4.21%
Total Estimate Gain
$15,408.58
% of Total Estimate Gain
0.16%

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 $100.63, MOTIVE WEALTH ADVISORS's estimated gain on his SGOV holdings is $15,408.58, reflecting a 0.16% gain to date.

MOTIVE WEALTH ADVISORS SGOV ($100.63) Holding Chart

MOTIVE WEALTH ADVISORS 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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