Resonant Capital Advisors, LLC SGOV Holdings History
Resonant Capital Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Resonant Capital Advisors, LLC held 550,330.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $55.40 Mil. This investment constitutes 3.86% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 0.13% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then Resonant Capital Advisors, LLC has made 9 purchases of SGOV, at an average price of $100.01, for a total of 708,752.00 shares. In addition, there have been 1 sales at an average price of $100.51 for 158,422.00 shares. Based on historical transaction data and SGOV's current price of $100.60, Resonant Capital Advisors, LLC's estimated gain on his SGOV holdings is $404,631.77, reflecting a 0.57% gain to date.
Resonant Capital Advisors, LLC SGOV ($100.60) Holding Chart
Resonant Capital Advisors, LLC 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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