Mutual Advisors, LLC SGOV Holdings History

Number of Shares
845,889.00
Current Holdings Value*
$85.14 Mil
% of Portfolio
2.44%
Total Estimate Gain
$68,375.17
% of Total Estimate Gain
0.08%

Mutual Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Mutual Advisors, LLC held 845,889.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $85.14 Mil. This investment constitutes 2.44% of their stock portfolio, and Mutual Advisors, LLC now holds 0.18% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2022Q3. And since then Mutual Advisors, LLC has made 7 purchases of SGOV, at an average price of $100.48, for a total of 902,666.00 shares. In addition, there have been 4 sales at an average price of $99.99 for 56,777.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Mutual Advisors, LLC's estimated gain on his SGOV holdings is $68,375.17, reflecting a 0.08% gain to date.

Mutual Advisors, LLC SGOV ($100.59) Holding Chart

Mutual Advisors, 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 %

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