Number of Shares
226,075.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
0.08%
Total Estimate Gain
$697,865.83
% of Total Estimate Gain
1.00%

Clearstead Advisors, LLC's iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-03-31, Clearstead Advisors, LLC held 226,075.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $5.20 Mil. This investment constitutes 0.08% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.02% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2020Q2. And since then Clearstead Advisors, LLC has made 7 purchases of GOVT, at an average price of $22.45, for a total of 3.12 Mil shares. In addition, there have been 3 sales at an average price of $22.67 for 2.89 Mil shares. Based on historical transaction data and GOVT's current price of $22.71, Clearstead Advisors, LLC's estimated gain on his GOVT holdings is $697,865.83, reflecting a 1.00% gain to date.

Clearstead Advisors, LLC GOVT ($22.71) Holding Chart

Clearstead Advisors, 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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