Number of Shares
37,546.00
Current Holdings Value*
$3.78 Mil
% of Portfolio
0.2%
Total Estimate Gain
$3,994.56
% of Total Estimate Gain
0.10%

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

As of 2025-03-31, Steele Capital Management, Inc. held 37,546.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $3.78 Mil. This investment constitutes 0.2% 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 2 sales at an average price of $100.49 for 3,433.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Steele Capital Management, Inc.'s estimated gain on his SGOV holdings is $3,994.56, reflecting a 0.10% gain to date.

Steele Capital Management, Inc. SGOV ($100.59) Holding Chart

Steele Capital Management, Inc. SGOV ($100.59) 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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