LOWERY THOMAS, LLC SHV Holdings History
LOWERY THOMAS, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, LOWERY THOMAS, LLC held 7,387.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $815,920.00. This investment constitutes 0.56% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 4 purchases of SHV, at an average price of $110.18, for a total of 126,509.00 shares. In addition, there have been 6 sales at an average price of $109.21 for 119,122.00 shares. Based on historical transaction data and SHV's current price of $110.13, LOWERY THOMAS, LLC's estimated gain on his SHV holdings is $-115,135.95, reflecting a -0.83% gain to date.
LOWERY THOMAS, LLC SHV ($110.13) Holding Chart
LOWERY THOMAS, LLC SHV ($110.13) 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