LOWERY THOMAS, LLC SHV Holdings History

Number of Shares
7,387.00
Current Holdings Value*
$815,920.00
% of Portfolio
0.56%
Total Estimate Gain
$-115,135.95
% of Total Estimate Gain
-0.83%

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