A detailed history of Kozak & Associates, Inc. transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 819 shares of GOVT stock, worth $18,550. This represents 0.0% of its overall portfolio holdings.

Number of Shares
819
Previous 74 1006.76%
Holding current value
$18,550
Previous $1,000 1800.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$22.38 - $23.66 $16,673 - $17,626
745 Added 1006.76%
819 $19,000
Q1 2024

May 17, 2024

SELL
$22.51 - $23.08 $93,641 - $96,012
-4,160 Reduced 98.25%
74 $1,000
Q4 2023

Jan 17, 2024

BUY
$21.6 - $23.13 $91,454 - $97,932
4,234 New
4,234 $97,000
Q2 2023

Jul 05, 2023

BUY
$22.87 - $23.59 $9,102 - $9,388
398 New
398 $9,000

Others Institutions Holding GOVT

About ISHARES U.S. TREASURY BOND ETF


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

Track Kozak & Associates, Inc. Portfolio

Follow Kozak & Associates, Inc. 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 Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.