Anchor Pointe Wealth Management, LLC GOVT Holdings History
Number of Shares
88,527.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
2.59%
Total Estimate Gain
$-8,852.70
% of Total Estimate Gain
-0.44%
Anchor Pointe Wealth Management, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 88,527.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $1.99 Mil. This investment constitutes 2.59% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0.01% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and GOVT's current price of $22.71, Anchor Pointe Wealth Management, LLC's estimated gain on his GOVT holdings is $-8,852.70, reflecting a -0.44% gain to date.
Anchor Pointe Wealth Management, LLC GOVT ($22.71) Holding Chart
Anchor Pointe Wealth Management, LLC 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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