Number of Shares
36,208.00
Current Holdings Value*
$3.84 Mil
% of Portfolio
3.01%
Total Estimate Gain
$24,114.16
% of Total Estimate Gain
0.63%

JIM SAULNIER & ASSOCIATES, LLC's iShares Intermediate Government/Credit Bond ETF Holding Summary

As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 36,208.00 shares of iShares Intermediate Government/Credit Bond ETF(GVI), totaling $3.84 Mil. This investment constitutes 3.01% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds 0.11% of the outstanding iShares Intermediate Government/Credit Bond ETF(GVI) stock.

The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of GVI, at an average price of $105.64, for a total of 36,208.00 shares. Based on historical transaction data and GVI's current price of $106.31, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his GVI holdings is $24,114.16, reflecting a 0.63% gain to date.

JIM SAULNIER & ASSOCIATES, LLC GVI ($106.31) Holding Chart

JIM SAULNIER & ASSOCIATES, LLC GVI ($106.31) 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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