Number of Shares
193,020.00
Current Holdings Value*
$4.44 Mil
% of Portfolio
2.03%
Total Estimate Gain
$8,020.39
% of Total Estimate Gain
0.18%

WETZEL INVESTMENT ADVISORS, INC.'s iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 193,020.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $4.44 Mil. This investment constitutes 2.03% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0.02% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2023Q4. And since then WETZEL INVESTMENT ADVISORS, INC. has made 1 purchases of GOVT, at an average price of $22.78, for a total of 194,441.00 shares. In addition, there have been 1 sales at an average price of $23.15 for 1,421.00 shares. Based on historical transaction data and GOVT's current price of $22.82, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his GOVT holdings is $8,020.39, reflecting a 0.18% gain to date.

WETZEL INVESTMENT ADVISORS, INC. GOVT ($22.82) Holding Chart

WETZEL INVESTMENT ADVISORS, INC. GOVT ($22.82) 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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