Brophy Wealth Management, LLC GOVT Holdings History
Number of Shares
368,818.00
Current Holdings Value*
$8.65 Mil
% of Portfolio
3.1%
Total Estimate Gain
$-162,279.92
% of Total Estimate Gain
-1.90%
Brophy Wealth Management, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2024-09-30, Brophy Wealth Management, LLC held 368,818.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $8.65 Mil. This investment constitutes 3.1% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0.03% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2024Q3. Based on historical transaction data and GOVT's current price of $22.71, Brophy Wealth Management, LLC's estimated gain on his GOVT holdings is $-162,279.92, reflecting a -1.90% gain to date.
Brophy Wealth Management, LLC GOVT ($22.71) Holding Chart
Brophy 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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