Number of Shares
52,692.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
2.51%
Total Estimate Gain
$612.62
% of Total Estimate Gain
0.05%

Bestgate Wealth Advisors, LLC's iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-06-30, Bestgate Wealth Advisors, LLC held 52,692.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $1.21 Mil. This investment constitutes 2.51% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2024Q4. And since then Bestgate Wealth Advisors, LLC has made 1 purchases of GOVT, at an average price of $22.80, for a total of 52,692.00 shares. Based on historical transaction data and GOVT's current price of $22.82, Bestgate Wealth Advisors, LLC's estimated gain on his GOVT holdings is $612.62, reflecting a 0.05% gain to date.

Bestgate Wealth Advisors, LLC GOVT ($22.82) Holding Chart

Bestgate Wealth Advisors, LLC GOVT ($22.82) 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 %

Top Ranked Articles

  • 1