SHEPHERD KAPLAN KROCHUK, LLC SHV Holdings History
SHEPHERD KAPLAN KROCHUK, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, SHEPHERD KAPLAN KROCHUK, LLC held 29,807.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $3.29 Mil. This investment constitutes 2.82% of their stock portfolio, and SHEPHERD KAPLAN KROCHUK, LLC now holds 0.02% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2018Q2. And since then SHEPHERD KAPLAN KROCHUK, LLC has made 9 purchases of SHV, at an average price of $110.15, for a total of 144,269.00 shares. In addition, there have been 16 sales at an average price of $110.29 for 114,462.00 shares. Based on historical transaction data and SHV's current price of $110.22, SHEPHERD KAPLAN KROCHUK, LLC's estimated gain on his SHV holdings is $19,260.43, reflecting a 0.12% gain to date.
SHEPHERD KAPLAN KROCHUK, LLC SHV ($110.22) Holding Chart
SHEPHERD KAPLAN KROCHUK, LLC SHV ($110.22) 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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