Michael A. Dubis Financial Planning, LLC SGOV Holdings History
Michael A. Dubis Financial Planning, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Michael A. Dubis Financial Planning, LLC held 142,686.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $14.36 Mil. This investment constitutes 13.94% of their stock portfolio, and Michael A. Dubis Financial Planning, LLC now holds 0.03% 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 1,322.00 shares. Based on historical transaction data and SGOV's current price of $100.51, Michael A. Dubis Financial Planning, LLC's estimated gain on his SGOV holdings is $8,640.48, reflecting a 0.06% gain to date.
Michael A. Dubis Financial Planning, LLC SGOV ($100.51) Holding Chart
Michael A. Dubis Financial Planning, LLC SGOV ($100.51) 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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