Number of Shares
530,662.00
Current Holdings Value*
$58.62 Mil
% of Portfolio
16.76%
Total Estimate Gain
$-177,111.99
% of Total Estimate Gain
-0.03%

Cornerstone Retirement Group, Inc.'s iShares Short Treasury Bond ETF Holding Summary

As of 2023-09-30, Cornerstone Retirement Group, Inc. held 530,662.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $58.62 Mil. This investment constitutes 16.76% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0.25% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2021Q1. And since then Cornerstone Retirement Group, Inc. has made 5 purchases of SHV, at an average price of $110.32, for a total of 4.63 Mil shares. In addition, there have been 5 sales at an average price of $110.30 for 4.10 Mil shares. Based on historical transaction data and SHV's current price of $110.17, Cornerstone Retirement Group, Inc.'s estimated gain on his SHV holdings is $-177,111.99, reflecting a -0.03% gain to date.

Cornerstone Retirement Group, Inc. SHV ($110.17) Holding Chart

Cornerstone Retirement Group, Inc. SHV ($110.17) 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 %

Top Ranked Articles

  • 1