Number of Shares
63,554.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
0.49%
Total Estimate Gain
$570.09
% of Total Estimate Gain
0.03%

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 $22.83, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his GOVT holdings is $570.09, reflecting a 0.03% gain to date.

COLTON GROOME FINANCIAL ADVISORS, LLC GOVT ($22.83) Holding Chart

COLTON GROOME FINANCIAL ADVISORS, LLC GOVT ($22.83) 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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