Panoramic Capital Partners, LLC SGOV Holdings History
Number of Shares
55,080.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
3.84%
Total Estimate Gain
$17,433.58
% of Total Estimate Gain
0.13%
Panoramic Capital Partners, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Panoramic Capital Partners, LLC held 55,080.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $5.53 Mil. This investment constitutes 3.84% of their stock portfolio, and Panoramic Capital Partners, LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $100.52 for 76,723.00 shares. Based on historical transaction data and SGOV's current price of $100.67, Panoramic Capital Partners, LLC's estimated gain on his SGOV holdings is $17,433.58, reflecting a 0.13% gain to date.
Panoramic Capital Partners, LLC SGOV ($100.67) Holding Chart
Panoramic Capital Partners, LLC SGOV ($100.67) 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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