Number of Shares
71,863.00
Current Holdings Value*
$7.92 Mil
% of Portfolio
3.43%
Total Estimate Gain
$-29,580.38
% of Total Estimate Gain
-0.22%

Arkfeld Wealth Strategies, L.L.C.'s iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, Arkfeld Wealth Strategies, L.L.C. held 71,863.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $7.92 Mil. This investment constitutes 3.43% of their stock portfolio, and Arkfeld Wealth Strategies, L.L.C. now holds 0.04% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2021Q3. And since then Arkfeld Wealth Strategies, L.L.C. has made 6 purchases of SHV, at an average price of $110.18, for a total of 120,731.00 shares. In addition, there have been 9 sales at an average price of $109.69 for 48,868.00 shares. Based on historical transaction data and SHV's current price of $110.11, Arkfeld Wealth Strategies, L.L.C.'s estimated gain on his SHV holdings is $-29,580.38, reflecting a -0.22% gain to date.

Arkfeld Wealth Strategies, L.L.C. SHV ($110.11) Holding Chart

Arkfeld Wealth Strategies, L.L.C. SHV ($110.11) 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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