BENEDICT FINANCIAL ADVISORS INC SHV Holdings History
Number of Shares
9,472.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.24%
Total Estimate Gain
$-513.49
% of Total Estimate Gain
-0.05%
BENEDICT FINANCIAL ADVISORS INC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, BENEDICT FINANCIAL ADVISORS INC held 9,472.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $1.05 Mil. This investment constitutes 0.24% of their stock portfolio, and BENEDICT FINANCIAL ADVISORS INC now holds 0% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2024Q1. And since then BENEDICT FINANCIAL ADVISORS INC has made 5 purchases of SHV, at an average price of $110.31, for a total of 9,472.00 shares. Based on historical transaction data and SHV's current price of $110.26, BENEDICT FINANCIAL ADVISORS INC's estimated gain on his SHV holdings is $-513.49, reflecting a -0.05% gain to date.
BENEDICT FINANCIAL ADVISORS INC SHV ($110.26) Holding Chart
BENEDICT FINANCIAL ADVISORS INC SHV ($110.26) 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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