FULLCIRCLE WEALTH LLC SHV Holdings History
FULLCIRCLE WEALTH LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, FULLCIRCLE WEALTH LLC held 37,325.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $4.12 Mil. This investment constitutes 1.7% of their stock portfolio, and FULLCIRCLE WEALTH LLC now holds 0.02% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2025Q1. And since then FULLCIRCLE WEALTH LLC has made 1 purchases of SHV, at an average price of $110.29, for a total of 37,325.00 shares. Based on historical transaction data and SHV's current price of $110.11, FULLCIRCLE WEALTH LLC's estimated gain on his SHV holdings is $-6,718.50, reflecting a -0.16% gain to date.
FULLCIRCLE WEALTH LLC SHV ($110.11) Holding Chart
FULLCIRCLE WEALTH LLC SHV ($110.11) 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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