Apex Wealth Management, LLC SHV Holdings History
Apex Wealth Management, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 111,742.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $12.34 Mil. This investment constitutes 11.1% of their stock portfolio, and Apex Wealth Management, LLC now holds 0.06% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2024Q4. And since then Apex Wealth Management, LLC has made 1 purchases of SHV, at an average price of $110.29, for a total of 111,742.00 shares. Based on historical transaction data and SHV's current price of $110.30, Apex Wealth Management, LLC's estimated gain on his SHV holdings is $1,337.26, reflecting a 0.01% gain to date.
Apex Wealth Management, LLC SHV ($110.30) Holding Chart
Apex Wealth Management, 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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