Stonehaven Wealth & Tax Solutions, LLC Ishares U.S. Treasury Bond ETF Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $111 Billion
- Q4 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 55,604 shares of GOVT stock, worth $1.28 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
55,604
Previous 56,479
1.55%
Holding current value
$1.28 Million
Previous $1.31 Billion
1.95%
% of portfolio
1.15%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
889Shares Held
1.25BCall 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