Client First Capital LLC SHV Holdings History
Client First Capital LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Client First Capital LLC held 356,518.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $39.38 Mil. This investment constitutes 20.18% of their stock portfolio, and Client First Capital LLC now holds 0.19% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q1. And since then Client First Capital LLC has made 7 purchases of SHV, at an average price of $109.85, for a total of 432,838.00 shares. In addition, there have been 2 sales at an average price of $110.33 for 76,320.00 shares. Based on historical transaction data and SHV's current price of $110.30, Client First Capital LLC's estimated gain on his SHV holdings is $198,510.57, reflecting a 0.42% gain to date.
Client First Capital LLC SHV ($110.30) Holding Chart
Client First Capital 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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