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SGOV

SGOV

SGOV

BONDARCAUSD

$100.60USD

+0.01 (+0.01%) today · DELAYED QUOTE

My quantity

45

across 1 account

Market value · CAD

$6,241.05

$4,522.50 USD · FX 1.3800

Avg cost · USD

$100.40

book $6,234.84 CAD

Unrealized P&L

$+6.21

+0.10% on cost

Total return

$+6.21

open + dividends · +0.10%

Portfolio weight

1.68%

rank #21 of 24

01 · OVERVIEW

Price, my cost basis & trades

274 trading days of history

02 · PERSONAL PERFORMANCE

How this position has performed for me

all amounts CAD · open + dividends − fees

Open P&L

$+6.21

+0.10% on cost

mkt $6,241.05 · cost $6,234.84

Realized P&L

—

no sales matched

lot matching not yet modelled

Dividends

$0.00

none recorded

no distributions synced

Fees & FX drag

$0.00

commissions + fees

none recorded

Total return

$+6.21

+0.10% all-in

open + dividends − fees

Return by period% return · on current market value · CAD-equiv

1M

−0.0%

−$2

3M

+0.0%

+$1

6M

+0.3%

+$20

YTD

+0.2%

+$14

1Y

+0.0%

+$0

03 · OWNERSHIP

Where I hold this position

1 lot across 1 institution

Account	Units	Avg cost	Cost CAD	Market CAD	Unreal. P&L	% of position	Held since
IB Interactive Brokers · MARGIN USD · Self-directed MARGIN	45	$100.40	$6,234.84	$6,241.05	$+6.21+0.10%	100.0%	—
Total · all accounts	45	$100.40	$6,234.84	$6,241.05	$+6.21+0.10%	100.0%	—

04 · ACTIVITY

Trades, dividends & income

filter by type or account

Trades, dividends & income

0 OF 0 ROWS

No activity synced for this holding.

05 · EXPOSURE

Contribution to portfolio & classification

How this position contributes

PORTFOLIO IMPACT

Portfolio weight1.7%

USD currency share75.5%+1.8 pts

Contribution to open P&L0.0%

Classification

FROM YOUR BROKERAGE

Asset typebond

CurrencyUSD

ExchangeARCA

AccountsMARGIN

Held inInteractive Brokers

SectorSource pending

06 · FUNDAMENTALS

Business & valuation

Fundamentals

VIA YAHOO FINANCE

Market cap

—

current

P/E (TTM)

—

trailing

P/E (Fwd)

—

consensus

EV/EBITDA

—

trailing

Revenue growth

—

TTM YoY

EPS growth

—

TTM YoY

Gross margin

—

TTM

Operating margin

—

TTM

Free cash flow

—

TTM

Dividend yield

—

trailing

Dividend history

PER SHARE · EX-DATE · USD

TTM / SHARE$3.87

YOY GROWTH−16.7%

PAYMENTS · 5Y60

MY EST. ANNUAL INCOME$174 USD · units × TTM

08 · TECHNICALS

Optional context

secondary for long-hold investors

09 · NEWS & EVENTS

Curated, relevance-weighted

News & events

VIA YAHOO FINANCE · RELEVANCE-RANKED

U.S. Equities Draw In $22.8B During SpaceX IPO Week

NEWS● HIGH RELEVANCE

Aug 0324/7 Wall St.

A 4.8 Percent Yield Portfolio That Lets a 72-Year-Old Sleep Through Every Quarterly Earnings Surprise

DIVIDEND● HIGH RELEVANCE

Daily ETF Flows: SGOV Pulls In $1.8B

NEWS● HIGH RELEVANCE

10 · DECISION SUPPORT

Cases & scenarios

analysis — not financial advice

AI analysis pending review

Deferred for compliance review

Personal-ownership view. Figures reflect your last brokerage sync.Not financial advice