Number of Shares
5,484.00
Current Holdings Value*
$605,810.00
% of Portfolio
0.09%
Total Estimate Gain
$-20,444.76
% of Total Estimate Gain
-0.13%

Archford Capital Strategies, LLC's iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, Archford Capital Strategies, LLC held 5,484.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $605,810.00. This investment constitutes 0.09% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2020Q3. And since then Archford Capital Strategies, LLC has made 9 purchases of SHV, at an average price of $110.38, for a total of 137,950.00 shares. In addition, there have been 10 sales at an average price of $110.24 for 132,466.00 shares. Based on historical transaction data and SHV's current price of $110.22, Archford Capital Strategies, LLC's estimated gain on his SHV holdings is $-20,444.76, reflecting a -0.13% gain to date.

Archford Capital Strategies, LLC SHV ($110.22) Holding Chart

Archford Capital Strategies, LLC SHV ($110.22) 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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