Capital Planning Advisors, LLC GOVT Holdings History
Capital Planning Advisors, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 927,618.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $21.32 Mil. This investment constitutes 3.29% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.08% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2023Q4. And since then Capital Planning Advisors, LLC has made 3 purchases of GOVT, at an average price of $22.29, for a total of 1.65 Mil shares. In addition, there have been 3 sales at an average price of $22.98 for 721,706.00 shares. Based on historical transaction data and GOVT's current price of $22.77, Capital Planning Advisors, LLC's estimated gain on his GOVT holdings is $931,822.79, reflecting a 2.53% gain to date.
Capital Planning Advisors, LLC GOVT ($22.77) Holding Chart
Capital Planning 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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