Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$515.34
% of Total Estimate Gain
0.06%

Novak & Powell Financial Services, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Novak & Powell Financial Services, Inc. held - shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q4. And since then Novak & Powell Financial Services, Inc. has made 1 purchases of SGOV, at an average price of $100.45, for a total of 8,589.00 shares. In addition, there have been 1 sales at an average price of $100.51 for 8,589.00 shares. Based on historical transaction data and SGOV's current price of $100.60, Novak & Powell Financial Services, Inc.'s estimated gain on his SGOV holdings is $515.34, reflecting a 0.06% gain to date.

Novak & Powell Financial Services, Inc. SGOV ($100.60) Holding Chart

Novak & Powell Financial Services, Inc. SGOV ($100.60) 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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