Able Wealth Management LLC SHV Holdings History
Able Wealth Management LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 205,206.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $22.67 Mil. This investment constitutes 13.37% of their stock portfolio, and Able Wealth Management LLC now holds 0.11% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 4 purchases of SHV, at an average price of $110.24, for a total of 205,749.00 shares. In addition, there have been 1 sales at an average price of $110.27 for 543.00 shares. Based on historical transaction data and SHV's current price of $110.34, Able Wealth Management LLC's estimated gain on his SHV holdings is $20,482.19, reflecting a 0.09% gain to date.
Able Wealth Management LLC SHV ($110.34) Holding Chart
Able Wealth Management LLC SHV ($110.34) 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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