Meredith Wealth Planning SGOV Holdings History
Meredith Wealth Planning's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 15,021.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.51 Mil. This investment constitutes 0.55% of their stock portfolio, and Meredith Wealth Planning now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2025Q1. And since then Meredith Wealth Planning has made 1 purchases of SGOV, at an average price of $100.51, for a total of 19,320.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 4,299.00 shares. Based on historical transaction data and SGOV's current price of $100.56, Meredith Wealth Planning's estimated gain on his SGOV holdings is $837.03, reflecting a 0.04% gain to date.
Meredith Wealth Planning SGOV ($100.56) Holding Chart
Meredith Wealth Planning SGOV ($100.56) 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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