Envision Financial Planning, LLC GOVT Holdings History
Envision Financial Planning, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 689,584.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $15.85 Mil. This investment constitutes 8.08% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.06% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2024Q3. And since then Envision Financial Planning, LLC has made 3 purchases of GOVT, at an average price of $23.12, for a total of 689,584.00 shares. Based on historical transaction data and GOVT's current price of $22.66, Envision Financial Planning, LLC's estimated gain on his GOVT holdings is $-319,659.54, reflecting a -2.00% gain to date.
Envision Financial Planning, LLC GOVT ($22.66) Holding Chart
Envision Financial Planning, LLC GOVT ($22.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
