Lee Financial Co SHV Holdings History
Lee Financial Co's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Lee Financial Co held 179,394.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $19.82 Mil. This investment constitutes 3.03% of their stock portfolio, and Lee Financial Co now holds 0.09% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2018Q2. And since then Lee Financial Co has made 9 purchases of SHV, at an average price of $109.36, for a total of 241,051.00 shares. In addition, there have been 8 sales at an average price of $110.16 for 61,657.00 shares. Based on historical transaction data and SHV's current price of $110.20, Lee Financial Co's estimated gain on his SHV holdings is $199,896.45, reflecting a 0.76% gain to date.
Lee Financial Co SHV ($110.20) Holding Chart
Lee Financial Co SHV ($110.20) 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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