Magnolia Private Wealth, LLC SGOV Holdings History
Magnolia Private Wealth, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Magnolia Private Wealth, LLC held 37,536.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $3.78 Mil. This investment constitutes 2.93% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $100.52 for 50,261.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Magnolia Private Wealth, LLC's estimated gain on his SGOV holdings is $8,974.22, reflecting a 0.10% gain to date.
Magnolia Private Wealth, LLC SGOV ($100.59) Holding Chart
Magnolia Private Wealth, LLC SGOV ($100.59) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
