SHEPHERD KAPLAN KROCHUK, LLC SGOV Holdings History
SHEPHERD KAPLAN KROCHUK, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, SHEPHERD KAPLAN KROCHUK, LLC held 17,590.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.77 Mil. This investment constitutes 1.52% of their stock portfolio, and SHEPHERD KAPLAN KROCHUK, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q4. And since then SHEPHERD KAPLAN KROCHUK, LLC has made 8 purchases of SGOV, at an average price of $100.09, for a total of 30,152.00 shares. In addition, there have been 2 sales at an average price of $99.95 for 12,562.00 shares. Based on historical transaction data and SGOV's current price of $100.62, SHEPHERD KAPLAN KROCHUK, LLC's estimated gain on his SGOV holdings is $7,455.05, reflecting a 0.25% gain to date.
SHEPHERD KAPLAN KROCHUK, LLC SGOV ($100.62) Holding Chart
SHEPHERD KAPLAN KROCHUK, LLC SGOV ($100.62) 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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