Sound Financial Strategies Group, LLC SGOV Holdings History
Sound Financial Strategies Group, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Sound Financial Strategies Group, LLC held 64,100.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $6.45 Mil. This investment constitutes 5.76% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then Sound Financial Strategies Group, LLC has made 2 purchases of SGOV, at an average price of $100.20, for a total of 772,825.00 shares. In addition, there have been 7 sales at an average price of $100.23 for 708,725.00 shares. Based on historical transaction data and SGOV's current price of $100.46, Sound Financial Strategies Group, LLC's estimated gain on his SGOV holdings is $32,914.95, reflecting a 0.04% gain to date.
Sound Financial Strategies Group, LLC SGOV ($100.46) Holding Chart
Sound Financial Strategies Group, LLC SGOV ($100.46) 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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