Number of Shares
39,987.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
3.1%
Total Estimate Gain
$844.45
% of Total Estimate Gain
0.02%

Keystone Financial Group, Inc.'s iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 39,987.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $4.40 Mil. This investment constitutes 3.1% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.02% 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 4,471.00 shares. Based on historical transaction data and SHV's current price of $110.30, Keystone Financial Group, Inc.'s estimated gain on his SHV holdings is $844.45, reflecting a 0.02% gain to date.

Keystone Financial Group, Inc. SHV ($110.30) Holding Chart

Keystone Financial Group, Inc. 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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