Onyx Bridge Wealth Group LLC SHV Holdings History
Onyx Bridge Wealth Group LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Onyx Bridge Wealth Group LLC held 154,017.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $17.01 Mil. This investment constitutes 2.44% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.08% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q2. And since then Onyx Bridge Wealth Group LLC has made 4 purchases of SHV, at an average price of $109.55, for a total of 194,362.00 shares. In addition, there have been 4 sales at an average price of $110.30 for 40,345.00 shares. Based on historical transaction data and SHV's current price of $110.30, Onyx Bridge Wealth Group LLC's estimated gain on his SHV holdings is $146,473.11, reflecting a 0.69% gain to date.
Onyx Bridge Wealth Group LLC SHV ($110.30) Holding Chart
Onyx Bridge Wealth Group LLC 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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