Trek Financial, LLC SGOV Holdings History
Trek Financial, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 1.04 Mil shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $104.72 Mil. This investment constitutes 7.57% of their stock portfolio, and Trek Financial, LLC now holds 0.22% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2021Q4. And since then Trek Financial, LLC has made 9 purchases of SGOV, at an average price of $100.15, for a total of 2.03 Mil shares. In addition, there have been 5 sales at an average price of $100.40 for 987,205.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Trek Financial, LLC's estimated gain on his SGOV holdings is $738,019.05, reflecting a 0.36% gain to date.
Trek Financial, LLC SGOV ($100.63) Holding Chart
Trek Financial, 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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