Dodds Wealth, LLC GOVT Holdings History
Number of Shares
1.04 Mil
Current Holdings Value*
$23.83 Mil
% of Portfolio
7.77%
Total Estimate Gain
$-508,825.82
% of Total Estimate Gain
-2.12%
Dodds Wealth, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, Dodds Wealth, LLC held 1.04 Mil shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $23.83 Mil. This investment constitutes 7.77% of their stock portfolio, and Dodds Wealth, LLC now holds 0.09% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2024Q3. And since then Dodds Wealth, LLC has made 3 purchases of GOVT, at an average price of $23.13, for a total of 1.04 Mil shares. Based on historical transaction data and GOVT's current price of $22.64, Dodds Wealth, LLC's estimated gain on his GOVT holdings is $-508,825.82, reflecting a -2.12% gain to date.
Dodds Wealth, LLC GOVT ($22.64) Holding Chart
Dodds Wealth, LLC GOVT ($22.64) 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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