Magnolia Private Wealth, LLC SGOV Holdings History
Magnolia Private Wealth, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Magnolia Private Wealth, LLC held 72,712.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $7.32 Mil. This investment constitutes 6.03% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.02% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.51 for 15,085.00 shares. Based on historical transaction data and SGOV's current price of $100.52, Magnolia Private Wealth, LLC's estimated gain on his SGOV holdings is $5,994.94, reflecting a 0.07% gain to date.
Magnolia Private Wealth, LLC SGOV ($100.52) Holding Chart
Magnolia Private Wealth, LLC SGOV ($100.52) 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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