Bestgate Wealth Advisors, LLC GOVT Holdings History
Number of Shares
52,692.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
2.51%
Total Estimate Gain
$-3,339.28
% of Total Estimate Gain
-0.28%
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 $22.74, Bestgate Wealth Advisors, LLC's estimated gain on his GOVT holdings is $-3,339.28, reflecting a -0.28% gain to date.
Bestgate Wealth Advisors, LLC GOVT ($22.74) Holding Chart
Bestgate Wealth Advisors, LLC GOVT ($22.74) 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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