Spectrum Planning & Advisory Services Inc. SGOV Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Spectrum Planning & Advisory Services Inc. held 103,670.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $10.44 Mil. This investment constitutes 6.75% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.02% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2025Q2. And since then Spectrum Planning & Advisory Services Inc. has made 1 purchases of SGOV, at an average price of $100.53, for a total of 103,670.00 shares. Based on historical transaction data and SGOV's current price of $100.58, Spectrum Planning & Advisory Services Inc.'s estimated gain on his SGOV holdings is $5,339.01, reflecting a 0.05% gain to date.
Spectrum Planning & Advisory Services Inc. SGOV ($100.58) Holding Chart
Spectrum Planning & Advisory Services Inc. SGOV ($100.58) 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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