LFA - Lugano Financial Advisors SA SHV Holdings History
LFA - Lugano Financial Advisors SA's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, LFA - Lugano Financial Advisors SA held 22,442.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $2.48 Mil. This investment constitutes 1.69% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2018Q2. And since then LFA - Lugano Financial Advisors SA has made 3 purchases of SHV, at an average price of $110.29, for a total of 33,941.00 shares. In addition, there have been 4 sales at an average price of $110.32 for 11,499.00 shares. Based on historical transaction data and SHV's current price of $110.32, LFA - Lugano Financial Advisors SA's estimated gain on his SHV holdings is $968.03, reflecting a 0.03% gain to date.
LFA - Lugano Financial Advisors SA SHV ($110.32) Holding Chart
LFA - Lugano Financial Advisors SA 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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