ALTERNA WEALTH MANAGEMENT, INC SHV Holdings History
ALTERNA WEALTH MANAGEMENT, INC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 124,147.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $13.71 Mil. This investment constitutes 10.4% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0.07% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2018Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 12 purchases of SHV, at an average price of $110.12, for a total of 168,830.00 shares. In addition, there have been 5 sales at an average price of $110.19 for 44,683.00 shares. Based on historical transaction data and SHV's current price of $110.11, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his SHV holdings is $1,346.31, reflecting a 0.01% gain to date.
ALTERNA WEALTH MANAGEMENT, INC SHV ($110.11) Holding Chart
ALTERNA WEALTH MANAGEMENT, INC SHV ($110.11) 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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