Mader & Shannon Wealth Management, Inc. SGOV Holdings History
Mader & Shannon Wealth Management, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Mader & Shannon Wealth Management, Inc. held 186,645.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $18.79 Mil. This investment constitutes 10.72% of their stock portfolio, and Mader & Shannon Wealth Management, Inc. now holds 0.04% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q3. And since then Mader & Shannon Wealth Management, Inc. has made 3 purchases of SGOV, at an average price of $100.45, for a total of 514,631.00 shares. In addition, there have been 4 sales at an average price of $100.51 for 327,986.00 shares. Based on historical transaction data and SGOV's current price of $100.62, Mader & Shannon Wealth Management, Inc.'s estimated gain on his SGOV holdings is $53,832.80, reflecting a 0.10% gain to date.
Mader & Shannon Wealth Management, Inc. SGOV ($100.62) Holding Chart
Mader & Shannon Wealth Management, Inc. SGOV ($100.62) 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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