SGOV
iShares 0-3 Month Treasury Bond ETF
iShares 0-3 Month Treasury Bond ETF historical holders
total: 4
Greenlea Lane Capital Management iShares 0-3 Month Treasury Bond ETF transactions over time
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
Josh Tarasoff has been an institutional investor in iShares 0-3 Month Treasury Bond ETF (SGOV) since 2026 Q1. According to 2026 Q1 report, Josh Tarasoff holds 383,000 shares with a market value of roughly $38.55M representing 11.20% of their equity portfolio. The fund/company first acquired SGOV in 2026 Q1, initially purchasing 383,000 shares.
Does Josh Tarasoff still hold SGOV?
Yes, Josh Tarasoff continues to hold iShares 0-3 Month Treasury Bond ETF (SGOV). According to their 2026 Q1 report, they maintain a position of 383,000 shares valued at approximately $38.55M, representing 11.20% of their equity portfolio.
When did Josh Tarasoff first invest in SGOV?
Josh Tarasoff first invested in iShares 0-3 Month Treasury Bond ETF (SGOV) in 2026 Q1 at the reported quarter-end price of $100.66 per share, acquiring 383,000 shares in their initial purchase.
What is Josh Tarasoff's average cost basis for SGOV?
Based on historical transaction data, Josh Tarasoff's estimated cost basis for iShares 0-3 Month Treasury Bond ETF (SGOV) is approximately $100.66 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $100.66
SGOV transactions history by Greenlea Lane Capital Management
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
11.20%
|
383,000
|
$100.66
|
$38,552,780
|
new
|
+11.2%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.