Number of Shares
4.54 Mil
Current Holdings Value*
$126.98 Mil
% of Portfolio
4.49%
Total Estimate Gain
$-23.60 Mil
% of Total Estimate Gain
-18.58%

BRONFMAN E.L. ROTHSCHILD, L.P.'s iShares U.S. Treasury Bond ETF Holding Summary

As of 2020-09-30, BRONFMAN E.L. ROTHSCHILD, L.P. held 4.54 Mil shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $126.98 Mil. This investment constitutes 4.49% of their stock portfolio, and BRONFMAN E.L. ROTHSCHILD, L.P. now holds 0.68% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2020Q2. And since then BRONFMAN E.L. ROTHSCHILD, L.P. has made 2 purchases of GOVT, at an average price of $27.96, for a total of 4.54 Mil shares. Based on historical transaction data and GOVT's current price of $22.77, BRONFMAN E.L. ROTHSCHILD, L.P.'s estimated gain on his GOVT holdings is $-23.60 Mil, reflecting a -18.58% gain to date.

BRONFMAN E.L. ROTHSCHILD, L.P. GOVT ($22.77) Holding Chart

BRONFMAN E.L. ROTHSCHILD, L.P. GOVT ($22.77) 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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