WealthCollab, LLC SGOV Holdings History

Number of Shares
7,722.00
Current Holdings Value*
$777,370.00
% of Portfolio
0.48%
Total Estimate Gain
$915.21
% of Total Estimate Gain
0.09%

WealthCollab, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, WealthCollab, LLC held 7,722.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $777,370.00. This investment constitutes 0.48% of their stock portfolio, and WealthCollab, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then WealthCollab, LLC has made 4 purchases of SGOV, at an average price of $100.48, for a total of 9,739.00 shares. In addition, there have been 1 sales at an average price of $100.53 for 2,017.00 shares. Based on historical transaction data and SGOV's current price of $100.59, WealthCollab, LLC's estimated gain on his SGOV holdings is $915.21, reflecting a 0.09% gain to date.

WealthCollab, LLC SGOV ($100.59) Holding Chart

WealthCollab, 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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