Octavia Wealth Advisors, LLC ISHG Holdings History
Octavia Wealth Advisors, LLC's iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 102,965.00 shares of iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond(ISHG), totaling $7.88 Mil. This investment constitutes 0.9% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 1.33% of the outstanding iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond(ISHG) stock.
The initial trade took place in 2025Q2. And since then Octavia Wealth Advisors, LLC has made 1 purchases of ISHG, at an average price of $73.88, for a total of 102,965.00 shares. Based on historical transaction data and ISHG's current price of $75.46, Octavia Wealth Advisors, LLC's estimated gain on his ISHG holdings is $162,684.70, reflecting a 2.14% gain to date.
Octavia Wealth Advisors, LLC ISHG ($75.46) Holding Chart
Octavia Wealth Advisors, LLC ISHG ($75.46) 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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