Number of Shares
89,641.00
Current Holdings Value*
$9.90 Mil
% of Portfolio
4.56%
Total Estimate Gain
$-106.05
% of Total Estimate Gain
-0.00%

Ken Stern & Associates, Inc.'s iShares Short Treasury Bond ETF Holding Summary

As of 2018-09-30, Ken Stern & Associates, Inc. held 89,641.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $9.90 Mil. This investment constitutes 4.56% of their stock portfolio, and Ken Stern & Associates, Inc. now holds 0.05% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2018Q2. And since then Ken Stern & Associates, Inc. has made 2 purchases of SHV, at an average price of $110.32, for a total of 89,641.00 shares. Based on historical transaction data and SHV's current price of $110.32, Ken Stern & Associates, Inc.'s estimated gain on his SHV holdings is $-106.05, reflecting a -0.00% gain to date.

Ken Stern & Associates, Inc. SHV ($110.32) Holding Chart

Ken Stern & Associates, Inc. SHV ($110.32) 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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