Shira Ridge Wealth Management Ishares U.S. Treasury Bond ETF Transaction History
Shira Ridge Wealth Management
- $201 Billion
- Q1 2025
A detailed history of Shira Ridge Wealth Management transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 116,596 shares of GOVT stock, worth $2.69 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
116,596
Previous 131,295
11.2%
Holding current value
$2.69 Million
Previous $3.02 Billion
11.18%
% of portfolio
1.34%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding GOVT
# of Institutions
858Shares Held
1.19BCall Options Held
20.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC424MShares$9.78 Billion0.83% of portfolio
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Lpl Financial LLC Fort Mill, SC103MShares$2.38 Billion0.96% of portfolio
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Envestnet Asset Management Inc74.1MShares$1.71 Billion0.57% of portfolio
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Truist Financial Corp69.6MShares$1.61 Billion2.61% of portfolio
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Jpmorgan Chase & CO New York, NY49.4MShares$1.14 Billion0.09% of portfolio