DB Wealth Management Group, LLC SHV Holdings History
DB Wealth Management Group, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 28,420.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $3.13 Mil. This investment constitutes 1.78% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 5 purchases of SHV, at an average price of $109.99, for a total of 46,011.00 shares. In addition, there have been 5 sales at an average price of $110.23 for 17,591.00 shares. Based on historical transaction data and SHV's current price of $110.32, DB Wealth Management Group, LLC's estimated gain on his SHV holdings is $13,681.80, reflecting a 0.27% gain to date.
DB Wealth Management Group, LLC SHV ($110.32) Holding Chart
DB Wealth Management Group, 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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