Selective Wealth Management, Inc. SGOV Holdings History
Selective Wealth Management, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 357,064.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $35.88 Mil. This investment constitutes 15.62% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0.09% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q3. And since then Selective Wealth Management, Inc. has made 10 purchases of SGOV, at an average price of $100.36, for a total of 357,064.00 shares. Based on historical transaction data and SGOV's current price of $100.69, Selective Wealth Management, Inc.'s estimated gain on his SGOV holdings is $118,499.59, reflecting a 0.33% gain to date.
Selective Wealth Management, Inc. SGOV ($100.69) Holding Chart
Selective Wealth Management, Inc. SGOV ($100.69) 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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