Number of Shares
10,767.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
0.44%
Total Estimate Gain
$-63,585.77
% of Total Estimate Gain
-0.34%

One Degree Advisors Inc's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 10,767.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.08 Mil. This investment constitutes 0.44% of their stock portfolio, and One Degree Advisors Inc now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 2 purchases of SGOV, at an average price of $100.44, for a total of 187,660.00 shares. In addition, there have been 3 sales at an average price of $100.07 for 176,893.00 shares. Based on historical transaction data and SGOV's current price of $100.59, One Degree Advisors Inc's estimated gain on his SGOV holdings is $-63,585.77, reflecting a -0.34% gain to date.

One Degree Advisors Inc SGOV ($100.59) Holding Chart

One Degree Advisors Inc 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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