LifePlan Financial Group, Inc GOVT Holdings History
Number of Shares
195,736.00
Current Holdings Value*
$5.47 Mil
% of Portfolio
2.46%
Total Estimate Gain
$-996,296.24
% of Total Estimate Gain
-18.19%
LifePlan Financial Group, Inc's iShares U.S. Treasury Bond ETF Holding Summary
As of 2020-09-30, LifePlan Financial Group, Inc held 195,736.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $5.47 Mil. This investment constitutes 2.46% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0.03% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2020Q3. And since then LifePlan Financial Group, Inc has made 1 purchases of GOVT, at an average price of $27.99, for a total of 195,736.00 shares. Based on historical transaction data and GOVT's current price of $22.90, LifePlan Financial Group, Inc's estimated gain on his GOVT holdings is $-996,296.24, reflecting a -18.19% gain to date.
LifePlan Financial Group, Inc GOVT ($22.90) Holding Chart
LifePlan Financial Group, Inc GOVT ($22.90) 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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