Topel & Distasi Wealth Management, LLC GOVT Holdings History
Topel & Distasi Wealth Management, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, Topel & Distasi Wealth Management, LLC held 553,886.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $12.73 Mil. This investment constitutes 5.94% of their stock portfolio, and Topel & Distasi Wealth Management, LLC now holds 0.05% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2021Q4. And since then Topel & Distasi Wealth Management, LLC has made 10 purchases of GOVT, at an average price of $24.87, for a total of 604,264.00 shares. In addition, there have been 3 sales at an average price of $23.76 for 50,378.00 shares. Based on historical transaction data and GOVT's current price of $22.77, Topel & Distasi Wealth Management, LLC's estimated gain on his GOVT holdings is $-1.22 Mil, reflecting a -8.13% gain to date.
Topel & Distasi Wealth Management, LLC GOVT ($22.77) Holding Chart
Topel & Distasi Wealth Management, LLC GOVT ($22.77) 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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