Stonehaven Wealth & Tax Solutions, LLC Ishares U.S. Treasury Bond ETF Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $108 Billion
- Q3 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 56,479 shares of GOVT stock, worth $1.3 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
56,479
Previous 56,097
0.68%
Holding current value
$1.3 Million
Previous $1.29 Billion
1.29%
% of portfolio
1.21%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
887Shares Held
1.24BCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC362MShares$8.36 Billion0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC111MShares$2.57 Billion0.8% of portfolio
-
Envestnet Asset Management Inc76.7MShares$1.77 Billion0.55% of portfolio
-
Jump Financial, LLC Chicago, IL74.3MShares$1.71 Billion19.35% of portfolio
-
Truist Financial Corp68.7MShares$1.59 Billion2.21% of portfolio