Ken Stern & Associates, Inc. SHV Holdings History
Number of Shares
89,641.00
Current Holdings Value*
$9.90 Mil
% of Portfolio
4.56%
Total Estimate Gain
$790.36
% of Total Estimate Gain
0.01%
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 $110.33, Ken Stern & Associates, Inc.'s estimated gain on his SHV holdings is $790.36, reflecting a 0.01% gain to date.
Ken Stern & Associates, Inc. SHV ($110.33) Holding Chart
Ken Stern & Associates, Inc. SHV ($110.33) 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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