Flagship Private Wealth, LLC SHV Holdings History
Flagship Private Wealth, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 15,430.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $1.70 Mil. This investment constitutes 0.81% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2024Q1. And since then Flagship Private Wealth, LLC has made 3 purchases of SHV, at an average price of $110.30, for a total of 37,824.00 shares. In addition, there have been 2 sales at an average price of $110.29 for 22,394.00 shares. Based on historical transaction data and SHV's current price of $110.13, Flagship Private Wealth, LLC's estimated gain on his SHV holdings is $-2,731.53, reflecting a -0.07% gain to date.
Flagship Private Wealth, LLC SHV ($110.13) Holding Chart
Flagship Private Wealth, LLC SHV ($110.13) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
