MORRIS FINANCIAL CONCEPTS, INC. SHV Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 68,310.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $7.55 Mil. This investment constitutes 3.17% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.04% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 10 purchases of SHV, at an average price of $109.50, for a total of 71,704.00 shares. In addition, there have been 2 sales at an average price of $110.24 for 3,394.00 shares. Based on historical transaction data and SHV's current price of $110.30, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his SHV holdings is $56,763.96, reflecting a 0.72% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. SHV ($110.30) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. SHV ($110.30) 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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