Number of Shares
111,182.00
Current Holdings Value*
$2.56 Mil
% of Portfolio
2.78%
Total Estimate Gain
$-11,670.08
% of Total Estimate Gain
-0.44%

4WEALTH ADVISORS, INC.'s iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-03-31, 4WEALTH ADVISORS, INC. held 111,182.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $2.56 Mil. This investment constitutes 2.78% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0.01% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $22.67 for 3,942.00 shares. Based on historical transaction data and GOVT's current price of $22.71, 4WEALTH ADVISORS, INC.'s estimated gain on his GOVT holdings is $-11,670.08, reflecting a -0.44% gain to date.

4WEALTH ADVISORS, INC. GOVT ($22.71) Holding Chart

4WEALTH ADVISORS, INC. GOVT ($22.71) 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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