Ridgeline Wealth, LLC SGOV Holdings History
Ridgeline Wealth, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 2,236.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $225,140.00. This investment constitutes 0.18% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0% 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 $100.53 for 46,590.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Ridgeline Wealth, LLC's estimated gain on his SGOV holdings is $3,984.24, reflecting a 0.08% gain to date.
Ridgeline Wealth, LLC SGOV ($100.59) Holding Chart
Ridgeline Wealth, LLC 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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