Twelve Points Wealth Management LLC SGOV Holdings History
Twelve Points Wealth Management LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-06-30, Twelve Points Wealth Management LLC held 143,544.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $14.45 Mil. This investment constitutes 3.89% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.03% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q2. And since then Twelve Points Wealth Management LLC has made 4 purchases of SGOV, at an average price of $100.48, for a total of 152,134.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 8,590.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Twelve Points Wealth Management LLC's estimated gain on his SGOV holdings is $16,166.05, reflecting a 0.11% gain to date.
Twelve Points Wealth Management LLC SGOV ($100.59) Holding Chart
Twelve Points Wealth 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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