AFFINIA FINANCIAL GROUP, LLC SHV Holdings History
AFFINIA FINANCIAL GROUP, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 209,279.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $23.02 Mil. This investment constitutes 15.95% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0.1% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2019Q4. And since then AFFINIA FINANCIAL GROUP, LLC has made 5 purchases of SHV, at an average price of $110.03, for a total of 560,702.00 shares. In addition, there have been 9 sales at an average price of $109.97 for 351,423.00 shares. Based on historical transaction data and SHV's current price of $110.30, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his SHV holdings is $33,964.31, reflecting a 0.06% gain to date.
AFFINIA FINANCIAL GROUP, LLC SHV ($110.30) Holding Chart
AFFINIA FINANCIAL GROUP, LLC SHV ($110.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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