Heirloom Wealth Management Ishares U.S. Treasury Bond ETF Transaction History
Heirloom Wealth Management
- $297 Million
- Q2 2024
A detailed history of Heirloom Wealth Management transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Heirloom Wealth Management holds 1,713,165 shares of GOVT stock, worth $40.3 Million. This represents 13.03% of its overall portfolio holdings.
Number of Shares
1,713,165
Previous 1,506,280
13.73%
Holding current value
$40.3 Million
Previous $34.3 Million
12.74%
% of portfolio
13.03%
Previous 12.31%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
749Shares Held
992MCall Options Held
11.7KPut Options Held
619K-
Bank Of America Corp Charlotte, NC369MShares$8.67 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC104MShares$2.45 Billion1.2% of portfolio
-
Envestnet Asset Management Inc57.4MShares$1.35 Billion0.46% of portfolio
-
Truist Financial Corp54.3MShares$1.28 Billion1.89% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA34MShares$799 Million0.51% of portfolio