Synergy Asset Management, LLC SGOV Holdings History
Synergy Asset Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Synergy Asset Management, LLC held 430,875.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $43.38 Mil. This investment constitutes 5.47% of their stock portfolio, and Synergy Asset Management, 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 Synergy Asset Management, LLC has made 6 purchases of SGOV, at an average price of $100.45, for a total of 772,786.00 shares. In addition, there have been 3 sales at an average price of $100.50 for 341,911.00 shares. Based on historical transaction data and SGOV's current price of $100.52, Synergy Asset Management, LLC's estimated gain on his SGOV holdings is $47,810.03, reflecting a 0.06% gain to date.
Synergy Asset Management, LLC SGOV ($100.52) Holding Chart
Synergy Asset Management, LLC SGOV ($100.52) 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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