Number of Shares
474,887.00
Current Holdings Value*
$52.46 Mil
% of Portfolio
2.83%
Total Estimate Gain
$819,214.36
% of Total Estimate Gain
0.72%

GM Advisory Group, LLC's iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, GM Advisory Group, LLC held 474,887.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $52.46 Mil. This investment constitutes 2.83% of their stock portfolio, and GM Advisory Group, LLC now holds 0.25% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2022Q1. And since then GM Advisory Group, LLC has made 6 purchases of SHV, at an average price of $109.45, for a total of 1.03 Mil shares. In addition, there have been 7 sales at an average price of $110.20 for 558,162.00 shares. Based on historical transaction data and SHV's current price of $110.30, GM Advisory Group, LLC's estimated gain on his SHV holdings is $819,214.36, reflecting a 0.72% gain to date.

GM Advisory Group, LLC SHV ($110.30) Holding Chart

GM 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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