Number of Shares
34,648.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
0.17%
Total Estimate Gain
$5,206.60
% of Total Estimate Gain
0.13%

Steele Capital Management, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-06-30, Steele Capital Management, Inc. held 34,648.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $3.49 Mil. This investment constitutes 0.17% of their stock portfolio, and Steele Capital Management, Inc. now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then Steele Capital Management, Inc. has made 3 purchases of SGOV, at an average price of $100.48, for a total of 40,979.00 shares. In addition, there have been 3 sales at an average price of $100.51 for 6,331.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Steele Capital Management, Inc.'s estimated gain on his SGOV holdings is $5,206.60, reflecting a 0.13% gain to date.

Steele Capital Management, Inc. SGOV ($100.63) Holding Chart

Steele Capital Management, Inc. SGOV ($100.63) 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