Legacy Advisory Services, LLC SHV Holdings History
Number of Shares
235,605.00
Current Holdings Value*
$26.02 Mil
% of Portfolio
21.98%
Total Estimate Gain
$-42,408.90
% of Total Estimate Gain
-0.16%
Legacy Advisory Services, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 235,605.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $26.02 Mil. This investment constitutes 21.98% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0.12% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SHV's current price of $110.11, Legacy Advisory Services, LLC's estimated gain on his SHV holdings is $-42,408.90, reflecting a -0.16% gain to date.
Legacy Advisory Services, LLC SHV ($110.11) Holding Chart
Legacy Advisory Services, LLC SHV ($110.11) 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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