Number of Shares
332,776.00
Current Holdings Value*
$33.50 Mil
% of Portfolio
7.59%
Total Estimate Gain
$96,717.46
% of Total Estimate Gain
0.20%

Vickerman Investment Advisors, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Vickerman Investment Advisors, Inc. held 332,776.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $33.50 Mil. This investment constitutes 7.59% of their stock portfolio, and Vickerman Investment Advisors, Inc. now holds 0.07% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q2. And since then Vickerman Investment Advisors, Inc. has made 6 purchases of SGOV, at an average price of $100.39, for a total of 492,095.00 shares. In addition, there have been 2 sales at an average price of $100.51 for 159,319.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Vickerman Investment Advisors, Inc.'s estimated gain on his SGOV holdings is $96,717.46, reflecting a 0.20% gain to date.

Vickerman Investment Advisors, Inc. SGOV ($100.63) Holding Chart

Vickerman Investment Advisors, Inc. 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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