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

Cherrydale Wealth Management, LLC

$256 Million
Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 36,292 shares of GOVT stock, worth $819,836. This represents 0.33% of its overall portfolio holdings.

Number of Shares

36,292

Previous 32,076 13.14%

Holding current value

$819,836

Previous $752,000 10.77%

% of portfolio

0.33%

Previous 0.31%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.39 - $23.45 $94,396 - $98,865	4,216 Added 13.14%	36,292 $833,000
Q3 2024 Oct 11, 2024	BUY	$22.38 - $23.66 $32,607 - $34,472	1,457 Added 4.76%	32,076 $752,000
Q2 2024 Jul 11, 2024	SELL	$22.12 - $22.75 $316,404 - $325,416	-14,304 Reduced 31.84%	30,619 $691,000
Q1 2024 Apr 12, 2024	BUY	$22.51 - $23.08 $1.01 Million - $1.04 Million	44,923 New	44,923 $1.02 Million

Others Institutions Holding GOVT

# of Institutions

806

Shares Held

1.09B

Call Options Held

7.5K

Put Options Held

773K

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 Cherrydale Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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