Merriman Wealth Management, LLC SGOV Holdings History
Merriman Wealth Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 353,423.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $35.46 Mil. This investment constitutes 1.48% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0.11% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q3. And since then Merriman Wealth Management, LLC has made 5 purchases of SGOV, at an average price of $100.00, for a total of 2.14 Mil shares. In addition, there have been 5 sales at an average price of $99.51 for 1.78 Mil shares. Based on historical transaction data and SGOV's current price of $100.69, Merriman Wealth Management, LLC's estimated gain on his SGOV holdings is $-641,281.19, reflecting a -0.30% gain to date.
Merriman Wealth Management, LLC SGOV ($100.69) Holding Chart
Merriman Wealth Management, LLC SGOV ($100.69) 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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