NFP Retirement, Inc. SHV Holdings History

Number of Shares
857,426.00
Current Holdings Value*
$94.71 Mil
% of Portfolio
7.51%
Total Estimate Gain
$-35,887.36
% of Total Estimate Gain
-0.03%

NFP Retirement, Inc.'s iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, NFP Retirement, Inc. held 857,426.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $94.71 Mil. This investment constitutes 7.51% of their stock portfolio, and NFP Retirement, Inc. now holds 0.45% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2024Q1. And since then NFP Retirement, Inc. has made 4 purchases of SHV, at an average price of $110.33, for a total of 1.19 Mil shares. In addition, there have been 1 sales at an average price of $110.29 for 333,358.00 shares. Based on historical transaction data and SHV's current price of $110.30, NFP Retirement, Inc.'s estimated gain on his SHV holdings is $-35,887.36, reflecting a -0.03% gain to date.

NFP Retirement, Inc. SHV ($110.30) Holding Chart

NFP Retirement, 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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