FUTURE YOU WEALTH LLC SHV Holdings History

Number of Shares
129,205.00
Current Holdings Value*
$14.27 Mil
% of Portfolio
9.14%
Total Estimate Gain
$5,168.20
% of Total Estimate Gain
0.04%

FUTURE YOU WEALTH LLC's iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, FUTURE YOU WEALTH LLC held 129,205.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $14.27 Mil. This investment constitutes 9.14% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0.07% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of SHV, at an average price of $110.29, for a total of 129,205.00 shares. Based on historical transaction data and SHV's current price of $110.33, FUTURE YOU WEALTH LLC's estimated gain on his SHV holdings is $5,168.20, reflecting a 0.04% gain to date.

FUTURE YOU WEALTH LLC SHV ($110.33) Holding Chart

FUTURE YOU WEALTH LLC SHV ($110.33) 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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