Number of Shares
228,176.00
Current Holdings Value*
$22.97 Mil
% of Portfolio
1.38%
Total Estimate Gain
$24,476.32
% of Total Estimate Gain
0.10%

Meeder Advisory Services, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Meeder Advisory Services, Inc. held 228,176.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $22.97 Mil. This investment constitutes 1.38% of their stock portfolio, and Meeder Advisory Services, Inc. now holds 0.05% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q3. And since then Meeder Advisory Services, Inc. has made 5 purchases of SGOV, at an average price of $100.52, for a total of 232,109.00 shares. In addition, there have been 1 sales at an average price of $100.51 for 3,933.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Meeder Advisory Services, Inc.'s estimated gain on his SGOV holdings is $24,476.32, reflecting a 0.10% gain to date.

Meeder Advisory Services, Inc. SGOV ($100.63) Holding Chart

Meeder Advisory Services, Inc. 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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