Number of Shares
17,670.00
Current Holdings Value*
$1.95 Mil
% of Portfolio
0.21%
Total Estimate Gain
$7,262.90
% of Total Estimate Gain
0.03%

SOL Capital Management CO's iShares Short Treasury Bond ETF Holding Summary

As of 2025-03-31, SOL Capital Management CO held 17,670.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $1.95 Mil. This investment constitutes 0.21% of their stock portfolio, and SOL Capital Management CO now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2019Q4. And since then SOL Capital Management CO has made 10 purchases of SHV, at an average price of $110.52, for a total of 193,005.00 shares. In addition, there have been 7 sales at an average price of $110.59 for 175,335.00 shares. Based on historical transaction data and SHV's current price of $110.25, SOL Capital Management CO's estimated gain on his SHV holdings is $7,262.90, reflecting a 0.03% gain to date.

SOL Capital Management CO SHV ($110.25) Holding Chart

SOL Capital Management CO SHV ($110.25) 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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