Heirloom Wealth Management Ishares U.S. Treasury Bond ETF Transaction History
Heirloom Wealth Management
- $330 Million
- Q1 2025
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 1,836,810 shares of GOVT stock, worth $42.1 Million. This represents 12.81% of its overall portfolio holdings.
Number of Shares
1,836,810
Previous 1,712,880
7.24%
Holding current value
$42.1 Million
Previous $39.4 Million
7.28%
% of portfolio
12.81%
Previous 12.39%
Shares
7 transactions
Others Institutions Holding GOVT
# of Institutions
854Shares Held
1.2BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.72 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.59 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.64 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.53 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.13 Billion0.09% of portfolio