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 32,076 shares of GOVT stock, worth $726,200. This represents 0.31% of its overall portfolio holdings.

Number of Shares
32,076
Previous 30,619 4.76%
Holding current value
$726,200
Previous $691,000 8.83%
% of portfolio
0.31%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES U.S. TREASURY BOND ETF


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

Track Cherrydale Wealth Management, LLC Portfolio

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

News

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