Number of Shares
217,444.00
Current Holdings Value*
$24.02 Mil
% of Portfolio
9.6%
Total Estimate Gain
$220,067.85
% of Total Estimate Gain
0.54%

Allred Capital Management, LLC's iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, Allred Capital Management, LLC held 217,444.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $24.02 Mil. This investment constitutes 9.6% of their stock portfolio, and Allred Capital Management, LLC now holds 0.11% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2018Q4. And since then Allred Capital Management, LLC has made 12 purchases of SHV, at an average price of $109.72, for a total of 369,659.00 shares. In addition, there have been 13 sales at an average price of $110.28 for 152,215.00 shares. Based on historical transaction data and SHV's current price of $110.34, Allred Capital Management, LLC's estimated gain on his SHV holdings is $220,067.85, reflecting a 0.54% gain to date.

Allred Capital Management, LLC SHV ($110.34) Holding Chart

Allred Capital 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 %

Top Ranked Articles

  • 1