Collaborative Wealth Managment Inc. Ishares U.S. Treasury Bond ETF Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 12,604 shares of GOVT stock, worth $291,026. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,604
Previous 12,047
4.62%
Holding current value
$291,026
Previous $276,000
5.43%
% of portfolio
0.12%
Previous 0.12%
Shares
5 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