COLTON GROOME FINANCIAL ADVISORS, LLC GOVT Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 63,554.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $1.46 Mil. This investment constitutes 0.49% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.01% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2024Q4. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 2 purchases of GOVT, at an average price of $22.79, for a total of 79,910.00 shares. In addition, there have been 1 sales at an average price of $22.67 for 16,356.00 shares. Based on historical transaction data and GOVT's current price of $22.77, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his GOVT holdings is $-3,243.15, reflecting a -0.18% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC GOVT ($22.77) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC 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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