IronBridge Private Wealth, LLC SHV Holdings History
IronBridge Private Wealth, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, IronBridge Private Wealth, LLC held 41,527.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $4.59 Mil. This investment constitutes 1.81% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0.02% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2021Q4. And since then IronBridge Private Wealth, LLC has made 6 purchases of SHV, at an average price of $110.00, for a total of 281,302.00 shares. In addition, there have been 4 sales at an average price of $109.53 for 239,775.00 shares. Based on historical transaction data and SHV's current price of $110.30, IronBridge Private Wealth, LLC's estimated gain on his SHV holdings is $-98,190.20, reflecting a -0.32% gain to date.
IronBridge Private Wealth, LLC SHV ($110.30) Holding Chart
IronBridge Private Wealth, 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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