Key Financial Inc GOVT Holdings History

Number of Shares
602,524.00
Current Holdings Value*
$13.85 Mil
% of Portfolio
3.01%
Total Estimate Gain
$186,473.52
% of Total Estimate Gain
1.37%

Key Financial Inc's iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-03-31, Key Financial Inc held 602,524.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $13.85 Mil. This investment constitutes 3.01% of their stock portfolio, and Key Financial Inc now holds 0.05% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2020Q4. And since then Key Financial Inc has made 14 purchases of GOVT, at an average price of $22.47, for a total of 603,928.00 shares. In addition, there have been 2 sales at an average price of $24.92 for 1,404.00 shares. Based on historical transaction data and GOVT's current price of $22.78, Key Financial Inc's estimated gain on his GOVT holdings is $186,473.52, reflecting a 1.37% gain to date.

Key Financial Inc GOVT ($22.78) Holding Chart

Key Financial Inc GOVT ($22.78) 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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