Source Financial Advisors LLC GOVT Holdings History
Source Financial Advisors LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 870,969.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $20.42 Mil. This investment constitutes 6.03% of their stock portfolio, and Source Financial Advisors LLC now holds 0.07% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2022Q2. And since then Source Financial Advisors LLC has made 8 purchases of GOVT, at an average price of $22.98, for a total of 1.01 Mil shares. In addition, there have been 2 sales at an average price of $22.64 for 138,497.00 shares. Based on historical transaction data and GOVT's current price of $22.95, Source Financial Advisors LLC's estimated gain on his GOVT holdings is $-81,260.09, reflecting a -0.35% gain to date.
Source Financial Advisors LLC GOVT ($22.95) Holding Chart
Source Financial Advisors LLC GOVT ($22.95) 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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