Number of Shares
1.44 Mil
Current Holdings Value*
$145.17 Mil
% of Portfolio
7.22%
Total Estimate Gain
$982,473.96
% of Total Estimate Gain
0.47%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC held 1.44 Mil shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $145.17 Mil. This investment constitutes 7.22% of their stock portfolio, and WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC now holds 0.31% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2022Q2. And since then WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC has made 6 purchases of SGOV, at an average price of $100.07, for a total of 2.08 Mil shares. In addition, there have been 6 sales at an average price of $100.31 for 634,627.00 shares. Based on historical transaction data and SGOV's current price of $100.64, WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's estimated gain on his SGOV holdings is $982,473.96, reflecting a 0.47% gain to date.

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC SGOV ($100.64) Holding Chart

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC SGOV ($100.64) 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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