Oakworth Capital, Inc. SHV Holdings History
Oakworth Capital, Inc.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-06-30, Oakworth Capital, Inc. held 679,028.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $74.98 Mil. This investment constitutes 4.83% of their stock portfolio, and Oakworth Capital, Inc. now holds 0.36% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2019Q3. And since then Oakworth Capital, Inc. has made 4 purchases of SHV, at an average price of $110.28, for a total of 1.07 Mil shares. In addition, there have been 3 sales at an average price of $110.32 for 387,673.00 shares. Based on historical transaction data and SHV's current price of $110.34, Oakworth Capital, Inc.'s estimated gain on his SHV holdings is $53,084.90, reflecting a 0.05% gain to date.
Oakworth Capital, Inc. SHV ($110.34) Holding Chart
Oakworth Capital, Inc. SHV ($110.34) 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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