A detailed history of Modern Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 127,790 shares of GOVT stock, worth $2.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
127,790
Previous 17,578 626.99%
Holding current value
$2.9 Million
Previous $405 Million 604.9%
% of portfolio
0.26%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$22.51 - $23.08 $2.48 Million - $2.54 Million
110,212 Added 626.99%
127,790 $2.85 Billion
Q4 2023

Feb 14, 2024

BUY
$21.6 - $23.13 $379,684 - $406,579
17,578 New
17,578 $405 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 Modern Wealth Management, LLC Portfolio

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

News

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