SURIENCE PRIVATE WEALTH LLC SHV Holdings History
SURIENCE PRIVATE WEALTH LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held 3,514.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $388,020.00. This investment constitutes 0.36% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2022Q3. And since then SURIENCE PRIVATE WEALTH LLC has made 3 purchases of SHV, at an average price of $109.49, for a total of 122,583.00 shares. In addition, there have been 5 sales at an average price of $109.86 for 119,069.00 shares. Based on historical transaction data and SHV's current price of $110.34, SURIENCE PRIVATE WEALTH LLC's estimated gain on his SHV holdings is $47,138.62, reflecting a 0.35% gain to date.
SURIENCE PRIVATE WEALTH LLC SHV ($110.34) Holding Chart
SURIENCE PRIVATE WEALTH LLC 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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