Cypress Advisory Group LLC SHV Holdings History
Number of Shares
226,356.00
Current Holdings Value*
$25.00 Mil
% of Portfolio
22.81%
Total Estimate Gain
$4,210.23
% of Total Estimate Gain
0.02%
Cypress Advisory Group LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Cypress Advisory Group LLC held 226,356.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $25.00 Mil. This investment constitutes 22.81% of their stock portfolio, and Cypress Advisory Group LLC now holds 0.12% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2024Q4. And since then Cypress Advisory Group LLC has made 1 purchases of SHV, at an average price of $110.28, for a total of 226,356.00 shares. Based on historical transaction data and SHV's current price of $110.30, Cypress Advisory Group LLC's estimated gain on his SHV holdings is $4,210.23, reflecting a 0.02% gain to date.
Cypress Advisory Group LLC SHV ($110.30) Holding Chart
Cypress Advisory Group 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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