JPL Wealth Management, LLC GOVT Holdings History
JPL Wealth Management, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 65,912.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $1.51 Mil. This investment constitutes 0.43% of their stock portfolio, and JPL Wealth Management, LLC now holds 0.01% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 2 purchases of GOVT, at an average price of $22.51, for a total of 134,810.00 shares. In addition, there have been 2 sales at an average price of $22.47 for 68,898.00 shares. Based on historical transaction data and GOVT's current price of $22.95, JPL Wealth Management, LLC's estimated gain on his GOVT holdings is $26,092.27, reflecting a 0.86% gain to date.
JPL Wealth Management, LLC GOVT ($22.95) Holding Chart
JPL Wealth Management, LLC GOVT ($22.95) 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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