Insight Wealth Partners, LLC SHV Holdings History
Insight Wealth Partners, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 7,354.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $812,320.00. This investment constitutes 0.14% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2022Q3. And since then Insight Wealth Partners, LLC has made 2 purchases of SHV, at an average price of $110.09, for a total of 9,582.00 shares. In addition, there have been 1 sales at an average price of $109.38 for 2,228.00 shares. Based on historical transaction data and SHV's current price of $110.30, Insight Wealth Partners, LLC's estimated gain on his SHV holdings is $-37.86, reflecting a -0.00% gain to date.
Insight Wealth Partners, LLC SHV ($110.30) Holding Chart
Insight Wealth Partners, 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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