Number of Shares
130,622.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
2.34%
Total Estimate Gain
$-1,737.27
% of Total Estimate Gain
-0.06%

Coordinated Financial Services, Inc.'s iShares U.S. Treasury Bond ETF Holding Summary

As of 2024-12-31, Coordinated Financial Services, Inc. held 130,622.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $3.00 Mil. This investment constitutes 2.34% of their stock portfolio, and Coordinated Financial Services, Inc. now holds 0.01% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and GOVT's current price of $22.80, Coordinated Financial Services, Inc.'s estimated gain on his GOVT holdings is $-1,737.27, reflecting a -0.06% gain to date.

Coordinated Financial Services, Inc. GOVT ($22.80) Holding Chart

Coordinated Financial Services, Inc. GOVT ($22.80) 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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