AXS Investments LLC SHV Holdings History
Number of Shares
62,188.00
Current Holdings Value*
$6.87 Mil
% of Portfolio
1.9%
Total Estimate Gain
$2,391.74
% of Total Estimate Gain
0.03%
AXS Investments LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, AXS Investments LLC held 62,188.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $6.87 Mil. This investment constitutes 1.9% of their stock portfolio, and AXS Investments LLC now holds 0.03% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2024Q4. And since then AXS Investments LLC has made 2 purchases of SHV, at an average price of $110.28, for a total of 62,188.00 shares. Based on historical transaction data and SHV's current price of $110.32, AXS Investments LLC's estimated gain on his SHV holdings is $2,391.74, reflecting a 0.03% gain to date.
AXS Investments LLC SHV ($110.32) Holding Chart
AXS Investments LLC SHV ($110.32) 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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