Gateway Advisory, LLC SHV Holdings History

Number of Shares
546,560.00
Current Holdings Value*
$60.47 Mil
% of Portfolio
9.75%
Total Estimate Gain
$1.82 Mil
% of Total Estimate Gain
0.89%

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

As of 2024-09-30, Gateway Advisory, LLC held 546,560.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $60.47 Mil. This investment constitutes 9.75% of their stock portfolio, and Gateway Advisory, LLC now holds 0.33% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2023Q1. And since then Gateway Advisory, LLC has made 3 purchases of SHV, at an average price of $109.18, for a total of 1.87 Mil shares. In addition, there have been 4 sales at an average price of $110.09 for 1.32 Mil shares. Based on historical transaction data and SHV's current price of $110.33, Gateway Advisory, LLC's estimated gain on his SHV holdings is $1.82 Mil, reflecting a 0.89% gain to date.

Gateway Advisory, LLC SHV ($110.33) Holding Chart

Gateway Advisory, 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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