Wellspring Financial Advisors, LLC SGOV Holdings History
Wellspring Financial Advisors, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 503,802.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $50.72 Mil. This investment constitutes 5.64% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.11% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q2. And since then Wellspring Financial Advisors, LLC has made 8 purchases of SGOV, at an average price of $100.12, for a total of 821,415.00 shares. In addition, there have been 4 sales at an average price of $100.49 for 317,613.00 shares. Based on historical transaction data and SGOV's current price of $100.66, Wellspring Financial Advisors, LLC's estimated gain on his SGOV holdings is $388,438.19, reflecting a 0.47% gain to date.
Wellspring Financial Advisors, LLC SGOV ($100.66) Holding Chart
Wellspring Financial Advisors, LLC SGOV ($100.66) 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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