Certus Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History

Certus Wealth Management, LLC

$130 Million
Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 42,093 shares of GOVT stock, worth $954,248. This represents 0.73% of its overall portfolio holdings.

Number of Shares

42,093

Previous 36,044 16.78%

Holding current value

$954,248

Previous $820,000 15.85%

% of portfolio

0.73%

Previous 0.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$22.12 - $22.75 $133,803 - $137,614	6,049 Added 16.78%	42,093 $950,000
Q1 2024 May 06, 2024	SELL	$22.51 - $23.08 $174,407 - $178,823	-7,748 Reduced 17.69%	36,044 $820,000
Q4 2023 Feb 09, 2024	SELL	$21.6 - $23.13 $172,562 - $184,785	-7,989 Reduced 15.43%	43,792 $1.01 Million
Q3 2023 Nov 02, 2023	SELL	$21.99 - $23.01 $1.35 Million - $1.42 Million	-61,617 Reduced 54.34%	51,781 $1.14 Million
Q2 2023 Aug 10, 2023	BUY	$22.87 - $23.59 $2.59 Million - $2.68 Million	113,398 New	113,398 $2.6 Billion

Others Institutions Holding GOVT

# of Institutions

756

Shares Held

Call Options Held

11.7K

Put Options Held

769K

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Account

Certus Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History