Northwest Quadrant Wealth Management, LLC SHV Holdings History
Northwest Quadrant Wealth Management, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 257,073.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $28.40 Mil. This investment constitutes 6.66% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0.13% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2018Q4. And since then Northwest Quadrant Wealth Management, LLC has made 13 purchases of SHV, at an average price of $110.09, for a total of 467,896.00 shares. In addition, there have been 10 sales at an average price of $110.44 for 210,823.00 shares. Based on historical transaction data and SHV's current price of $110.32, Northwest Quadrant Wealth Management, LLC's estimated gain on his SHV holdings is $130,395.05, reflecting a 0.25% gain to date.
Northwest Quadrant Wealth Management, LLC SHV ($110.32) Holding Chart
Northwest Quadrant Wealth Management, LLC SHV ($110.32) 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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