ERTS Wealth Advisors, LLC GOVT Holdings History
ERTS Wealth Advisors, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 949,471.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $21.82 Mil. This investment constitutes 4.24% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.08% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2020Q2. And since then ERTS Wealth Advisors, LLC has made 14 purchases of GOVT, at an average price of $25.34, for a total of 3.84 Mil shares. In addition, there have been 6 sales at an average price of $23.69 for 2.89 Mil shares. Based on historical transaction data and GOVT's current price of $22.82, ERTS Wealth Advisors, LLC's estimated gain on his GOVT holdings is $-7.16 Mil, reflecting a -7.36% gain to date.
ERTS Wealth Advisors, LLC GOVT ($22.82) Holding Chart
ERTS Wealth Advisors, LLC GOVT ($22.82) 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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