KDK Private Wealth Management, LLC SHV Holdings History
KDK Private Wealth Management, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 26,701.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $2.94 Mil. This investment constitutes 3.35% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $110.29 for 437.00 shares. Based on historical transaction data and SHV's current price of $110.15, KDK Private Wealth Management, LLC's estimated gain on his SHV holdings is $-3,600.27, reflecting a -0.12% gain to date.
KDK Private Wealth Management, LLC SHV ($110.15) Holding Chart
KDK Private Wealth Management, LLC SHV ($110.15) 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
