Mullooly Asset Management, Inc. SHV Holdings History
Number of Shares
204,064.00
Current Holdings Value*
$22.54 Mil
% of Portfolio
10.23%
Total Estimate Gain
$-18,365.76
% of Total Estimate Gain
-0.08%
Mullooly Asset Management, Inc.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Mullooly Asset Management, Inc. held 204,064.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $22.54 Mil. This investment constitutes 10.23% of their stock portfolio, and Mullooly Asset Management, Inc. now holds 0.11% 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 $110.20, Mullooly Asset Management, Inc.'s estimated gain on his SHV holdings is $-18,365.76, reflecting a -0.08% gain to date.
Mullooly Asset Management, Inc. SHV ($110.20) Holding Chart
Mullooly Asset 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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