Tortoise Investment Management, LLC SGOV Holdings History
Tortoise Investment Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Tortoise Investment Management, LLC held 321,793.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $32.39 Mil. This investment constitutes 3.37% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.07% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q1. And since then Tortoise Investment Management, LLC has made 11 purchases of SGOV, at an average price of $99.98, for a total of 360,115.00 shares. In addition, there have been 2 sales at an average price of $100.48 for 38,322.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Tortoise Investment Management, LLC's estimated gain on his SGOV holdings is $214,318.56, reflecting a 0.60% gain to date.
Tortoise Investment Management, LLC SGOV ($100.59) Holding Chart
Tortoise Investment Management, LLC 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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