Capital Planning Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 1,593,133 shares of GOVT stock, worth $35.7 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares
1,593,133
Previous 1,490,263 6.9%
Holding current value
$35.7 Million
Previous $34.3 Million 5.65%
% of portfolio
6.54%
Previous 6.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$22.51 - $23.08 $2.32 Million - $2.37 Million
102,870 Added 6.9%
1,593,133 $36.3 Million
Q4 2023

Feb 12, 2024
BUY
$21.6 - $23.13 $32.2 Million - $34.5 Million
1,490,263 New
1,490,263 $34.3 Million

Others Institutions Holding GOVT

# of Institutions
726
Shares Held
960M
Call Options Held
21.3K
Put Options Held
18.4K
View Full List

About ISHARES U.S. TREASURY BOND ETF

GOVT Quotes by TradingView
  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC 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 Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email