A detailed history of Phoenix Wealth Advisors transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 181,564 shares of GOVT stock, worth $4.15 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
181,564
Previous 200,859 9.61%
Holding current value
$4.15 Million
Previous $4.71 Million 11.42%
% of portfolio
1.82%
Previous 2.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
$22.39 - $23.45 $432,015 - $452,467
-19,295 Reduced 9.61%
181,564 $4.17 Million
Q3 2024

Nov 08, 2024

BUY
$22.38 - $23.66 $423,071 - $447,268
18,904 Added 10.39%
200,859 $4.71 Million
Q2 2024

Jul 17, 2024

BUY
$22.12 - $22.75 $1.93 Million - $1.99 Million
87,337 Added 92.3%
181,955 $4.11 Million
Q1 2024

Apr 26, 2024

BUY
$22.51 - $23.08 $2.13 Million - $2.18 Million
94,618 New
94,618 $2.15 Million
Q3 2021

Nov 15, 2021

SELL
$26.48 - $26.97 $14,431 - $14,698
-545 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$27.24 - $27.93 $14,845 - $15,221
545 New
545 $15,000

Others Institutions Holding GOVT

About ISHARES U.S. TREASURY BOND ETF


  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
Track This Portfolio

Track Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Phoenix Wealth Advisors with notifications on news.