Simplicity Solutions, LLC SGOV Holdings History
Simplicity Solutions, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2023-12-31, Simplicity Solutions, LLC held 583,689.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $58.53 Mil. This investment constitutes 1.6% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.58% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then Simplicity Solutions, LLC has made 3 purchases of SGOV, at an average price of $99.84, for a total of 586,478.00 shares. In addition, there have been 1 sales at an average price of $99.58 for 2,789.00 shares. Based on historical transaction data and SGOV's current price of $100.56, Simplicity Solutions, LLC's estimated gain on his SGOV holdings is $418,087.93, reflecting a 0.71% gain to date.
Simplicity Solutions, LLC SGOV ($100.56) Holding Chart
Simplicity Solutions, LLC SGOV ($100.56) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
