Number of Shares
48,389.00
Current Holdings Value*
$5.35 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-15,860.07
% of Total Estimate Gain
-0.10%

Midwest Professional Planners, LTD.'s iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, Midwest Professional Planners, LTD. held 48,389.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $5.35 Mil. This investment constitutes 1.66% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0.03% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 11 purchases of SHV, at an average price of $110.12, for a total of 138,378.00 shares. In addition, there have been 14 sales at an average price of $109.85 for 89,989.00 shares. Based on historical transaction data and SHV's current price of $110.30, Midwest Professional Planners, LTD.'s estimated gain on his SHV holdings is $-15,860.07, reflecting a -0.10% gain to date.

Midwest Professional Planners, LTD. SHV ($110.30) Holding Chart

Midwest Professional Planners, LTD. 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 %

Top Ranked Articles

  • 1