Mader & Shannon Wealth Management, Inc. SHV Holdings History
Mader & Shannon Wealth Management, Inc.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Mader & Shannon Wealth Management, Inc. held 90,701.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $10.02 Mil. This investment constitutes 5.72% of their stock portfolio, and Mader & Shannon Wealth Management, Inc. now holds 0.05% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2020Q1. And since then Mader & Shannon Wealth Management, Inc. has made 4 purchases of SHV, at an average price of $110.32, for a total of 453,568.00 shares. In addition, there have been 13 sales at an average price of $110.30 for 362,867.00 shares. Based on historical transaction data and SHV's current price of $110.20, Mader & Shannon Wealth Management, Inc.'s estimated gain on his SHV holdings is $-17,718.31, reflecting a -0.04% gain to date.
Mader & Shannon Wealth Management, Inc. SHV ($110.20) Holding Chart
Mader & Shannon Wealth Management, Inc. 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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