KFA Private Wealth Group, LLC SHV Holdings History
KFA Private Wealth Group, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 86,587.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $9.56 Mil. This investment constitutes 3.35% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0.05% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2019Q4. And since then KFA Private Wealth Group, LLC has made 15 purchases of SHV, at an average price of $110.00, for a total of 225,819.00 shares. In addition, there have been 6 sales at an average price of $110.30 for 139,232.00 shares. Based on historical transaction data and SHV's current price of $110.11, KFA Private Wealth Group, LLC's estimated gain on his SHV holdings is $49,869.63, reflecting a 0.20% gain to date.
KFA Private Wealth Group, LLC SHV ($110.11) Holding Chart
KFA Private Wealth Group, LLC SHV ($110.11) 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
