Sterling Financial Planning, Inc. GOVT Holdings History
Sterling Financial Planning, Inc.'s iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 177,861.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $4.09 Mil. This investment constitutes 1.48% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.01% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2021Q1. And since then Sterling Financial Planning, Inc. has made 12 purchases of GOVT, at an average price of $23.78, for a total of 238,374.00 shares. In addition, there have been 5 sales at an average price of $22.56 for 60,513.00 shares. Based on historical transaction data and GOVT's current price of $22.71, Sterling Financial Planning, Inc.'s estimated gain on his GOVT holdings is $-264,027.69, reflecting a -4.66% gain to date.
Sterling Financial Planning, Inc. GOVT ($22.71) Holding Chart
Sterling Financial Planning, 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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