McKinley Carter Wealth Services, Inc. GOVT Holdings History
McKinley Carter Wealth Services, Inc.'s iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 1.90 Mil shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $43.64 Mil. This investment constitutes 2.68% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.16% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2020Q4. And since then McKinley Carter Wealth Services, Inc. has made 15 purchases of GOVT, at an average price of $25.39, for a total of 3.78 Mil shares. In addition, there have been 3 sales at an average price of $26.02 for 1.88 Mil shares. Based on historical transaction data and GOVT's current price of $22.71, McKinley Carter Wealth Services, Inc.'s estimated gain on his GOVT holdings is $-3.89 Mil, reflecting a -4.05% gain to date.
McKinley Carter Wealth Services, Inc. GOVT ($22.71) Holding Chart
McKinley Carter Wealth Services, Inc. GOVT ($22.71) 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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