Phoenix Wealth Advisors GOVT Holdings History
Phoenix Wealth Advisors's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 349,690.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $8.04 Mil. This investment constitutes 3.5% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.03% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 4 purchases of GOVT, at an average price of $22.66, for a total of 369,530.00 shares. In addition, there have been 2 sales at an average price of $22.92 for 19,840.00 shares. Based on historical transaction data and GOVT's current price of $22.66, Phoenix Wealth Advisors's estimated gain on his GOVT holdings is $5,922.50, reflecting a 0.07% gain to date.
Phoenix Wealth Advisors GOVT ($22.66) Holding Chart
Phoenix Wealth Advisors GOVT ($22.66) 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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