Marks Wealth, LLC SHV Holdings History
Marks Wealth, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Marks Wealth, LLC held 1.41 Mil shares of iShares Short Treasury Bond ETF(SHV), totaling $155.77 Mil. This investment constitutes 57.18% of their stock portfolio, and Marks Wealth, LLC now holds 0.73% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2022Q2. And since then Marks Wealth, LLC has made 2 purchases of SHV, at an average price of $110.24, for a total of 1.75 Mil shares. In addition, there have been 5 sales at an average price of $109.65 for 335,753.00 shares. Based on historical transaction data and SHV's current price of $110.22, Marks Wealth, LLC's estimated gain on his SHV holdings is $-230,725.89, reflecting a -0.12% gain to date.
Marks Wealth, LLC SHV ($110.22) Holding Chart
Marks Wealth, LLC SHV ($110.22) 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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