Number of Shares
75,512.00
Current Holdings Value*
$7.89 Mil
% of Portfolio
2.67%
Total Estimate Gain
$74,407.73
% of Total Estimate Gain
0.78%

COLTON GROOME FINANCIAL ADVISORS, LLC's iShares Barclays Government/Credit Bond Fund Holding Summary

As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 75,512.00 shares of iShares Barclays Government/Credit Bond Fund(GBF), totaling $7.89 Mil. This investment constitutes 2.67% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 5.39% of the outstanding iShares Barclays Government/Credit Bond Fund(GBF) stock.

The initial trade took place in 2022Q4. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 6 purchases of GBF, at an average price of $102.74, for a total of 92,932.00 shares. In addition, there have been 5 sales at an average price of $103.43 for 17,420.00 shares. Based on historical transaction data and GBF's current price of $103.57, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his GBF holdings is $74,407.73, reflecting a 0.78% gain to date.

COLTON GROOME FINANCIAL ADVISORS, LLC GBF ($103.57) Holding Chart

COLTON GROOME FINANCIAL ADVISORS, LLC GBF ($103.57) 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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