One Wealth Management Investment & Advisory Services, LLC SGOV Holdings History
One Wealth Management Investment & Advisory Services, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 8,944.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $900,390.00. This investment constitutes 1.49% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2025Q1. And since then One Wealth Management Investment & Advisory Services, LLC has made 1 purchases of SGOV, at an average price of $100.51, for a total of 8,944.00 shares. Based on historical transaction data and SGOV's current price of $100.55, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his SGOV holdings is $357.76, reflecting a 0.04% gain to date.
One Wealth Management Investment & Advisory Services, LLC SGOV ($100.55) Holding Chart
One Wealth Management Investment & Advisory Services, LLC SGOV ($100.55) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
