Number of Shares
250,177.00
Current Holdings Value*
$27.63 Mil
% of Portfolio
2.88%
Total Estimate Gain
$40,342.35
% of Total Estimate Gain
0.10%

Crescent Grove Advisors, LLC's iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, Crescent Grove Advisors, LLC held 250,177.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $27.63 Mil. This investment constitutes 2.88% of their stock portfolio, and Crescent Grove Advisors, LLC now holds 0.13% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2021Q1. And since then Crescent Grove Advisors, LLC has made 7 purchases of SHV, at an average price of $110.13, for a total of 360,250.00 shares. In addition, there have been 8 sales at an average price of $110.08 for 110,073.00 shares. Based on historical transaction data and SHV's current price of $110.32, Crescent Grove Advisors, LLC's estimated gain on his SHV holdings is $40,342.35, reflecting a 0.10% gain to date.

Crescent Grove Advisors, LLC SHV ($110.32) Holding Chart

Crescent Grove Advisors, LLC SHV ($110.32) 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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