Occidental Asset Management, LLC GOVT Holdings History
Occidental Asset Management, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 14,019.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $322,160.00. This investment constitutes 0.04% of their stock portfolio, and Occidental Asset Management, LLC now holds 0% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2023Q1. And since then Occidental Asset Management, LLC has made 9 purchases of GOVT, at an average price of $22.89, for a total of 586,250.00 shares. In addition, there have been 1 sales at an average price of $22.78 for 572,231.00 shares. Based on historical transaction data and GOVT's current price of $22.74, Occidental Asset Management, LLC's estimated gain on his GOVT holdings is $-64,203.56, reflecting a -0.48% gain to date.
Occidental Asset Management, LLC GOVT ($22.74) Holding Chart
Occidental Asset Management, LLC GOVT ($22.74) 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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