Stratos Wealth Advisors, LLC SGOV Holdings History
Stratos Wealth Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Stratos Wealth Advisors, LLC held 460,566.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $46.37 Mil. This investment constitutes 2.53% of their stock portfolio, and Stratos Wealth Advisors, LLC now holds 0.1% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then Stratos Wealth Advisors, LLC has made 5 purchases of SGOV, at an average price of $100.45, for a total of 640,812.00 shares. In addition, there have been 4 sales at an average price of $100.38 for 180,246.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Stratos Wealth Advisors, LLC's estimated gain on his SGOV holdings is $72,116.77, reflecting a 0.11% gain to date.
Stratos Wealth Advisors, LLC SGOV ($100.63) Holding Chart
Stratos Wealth Advisors, LLC 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 % | |||
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