Number of Shares
198,027.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
1.83%
Total Estimate Gain
$-2.50 Mil
% of Total Estimate Gain
-11.75%

ACCESS FINANCIAL SERVICES, INC.'s iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 198,027.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $4.55 Mil. This investment constitutes 1.83% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0.02% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2021Q4. And since then ACCESS FINANCIAL SERVICES, INC. has made 8 purchases of GOVT, at an average price of $25.78, for a total of 824,666.00 shares. In addition, there have been 7 sales at an average price of $22.70 for 626,639.00 shares. Based on historical transaction data and GOVT's current price of $22.90, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his GOVT holdings is $-2.50 Mil, reflecting a -11.75% gain to date.

ACCESS FINANCIAL SERVICES, INC. GOVT ($22.90) Holding Chart

ACCESS FINANCIAL SERVICES, INC. GOVT ($22.90) 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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