Transform Wealth, LLC SGOV Holdings History
Transform Wealth, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 601,611.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $60.56 Mil. This investment constitutes 3.67% of their stock portfolio, and Transform Wealth, LLC now holds 0.14% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then Transform Wealth, LLC has made 3 purchases of SGOV, at an average price of $100.21, for a total of 864,340.00 shares. In addition, there have been 5 sales at an average price of $99.95 for 262,729.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Transform Wealth, LLC's estimated gain on his SGOV holdings is $159,061.57, reflecting a 0.18% gain to date.
Transform Wealth, LLC SGOV ($100.59) Holding Chart
Transform Wealth, 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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