SMITH, MOORE & CO. SGOV Holdings History

Number of Shares
27,632.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
0.26%
Total Estimate Gain
$51,685.30
% of Total Estimate Gain
0.16%

SMITH, MOORE & CO.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, SMITH, MOORE & CO. held 27,632.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $2.78 Mil. This investment constitutes 0.26% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2022Q4. And since then SMITH, MOORE & CO. has made 5 purchases of SGOV, at an average price of $100.04, for a total of 321,365.00 shares. In addition, there have been 5 sales at an average price of $100.18 for 293,733.00 shares. Based on historical transaction data and SGOV's current price of $100.37, SMITH, MOORE & CO.'s estimated gain on his SGOV holdings is $51,685.30, reflecting a 0.16% gain to date.

SMITH, MOORE & CO. SGOV ($100.37) Holding Chart

SMITH, MOORE & CO. SGOV ($100.37) 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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