Number of Shares
2,691.00
Current Holdings Value*
$270,950.00
% of Portfolio
0.09%
Total Estimate Gain
$1,451.46
% of Total Estimate Gain
0.02%

Sandbox Financial Partners, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-06-30, Sandbox Financial Partners, LLC held 2,691.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $270,950.00. This investment constitutes 0.09% of their stock portfolio, and Sandbox Financial Partners, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2025Q1. And since then Sandbox Financial Partners, LLC has made 1 purchases of SGOV, at an average price of $100.51, for a total of 83,337.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 80,646.00 shares. Based on historical transaction data and SGOV's current price of $100.45, Sandbox Financial Partners, LLC's estimated gain on his SGOV holdings is $1,451.46, reflecting a 0.02% gain to date.

Sandbox Financial Partners, LLC SGOV ($100.45) Holding Chart

Sandbox Financial Partners, LLC SGOV ($100.45) 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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