Sterling Financial Planning, Inc. Ishares U.S. Treasury Bond ETF Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 153,825 shares of GOVT stock, worth $3.47 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
153,825
Previous 157,153
2.12%
Holding current value
$3.47 Million
Previous $3.62 Million
3.26%
% of portfolio
1.45%
Previous 1.6%
Shares
13 transactions
Others Institutions Holding GOVT
# of Institutions
727Shares Held
960MCall Options Held
21.3KPut Options Held
18.4K-
Bank Of America Corp Charlotte, NC363MShares$8.19 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC97.8MShares$2.21 Billion1.22% of portfolio
-
Truist Financial Corp58.2MShares$1.31 Billion2.03% of portfolio
-
Envestnet Asset Management Inc50.2MShares$1.13 Billion0.43% of portfolio
-
Allworth Financial LP26.9MShares$608 Million4.38% of portfolio