Capital Wealth Alliance, LLC SHV Holdings History
Capital Wealth Alliance, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Capital Wealth Alliance, LLC held 60,788.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $6.71 Mil. This investment constitutes 4.01% of their stock portfolio, and Capital Wealth Alliance, LLC now holds 0.03% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q3. And since then Capital Wealth Alliance, LLC has made 4 purchases of SHV, at an average price of $110.29, for a total of 96,921.00 shares. In addition, there have been 3 sales at an average price of $110.28 for 36,133.00 shares. Based on historical transaction data and SHV's current price of $110.33, Capital Wealth Alliance, LLC's estimated gain on his SHV holdings is $1,986.39, reflecting a 0.02% gain to date.
Capital Wealth Alliance, LLC SHV ($110.33) Holding Chart
Capital Wealth Alliance, LLC SHV ($110.33) 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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