SWEENEY & MICHEL, LLC SHV Holdings History

Number of Shares
18,368.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
0.72%
Total Estimate Gain
$488.63
% of Total Estimate Gain
0.02%

SWEENEY & MICHEL, LLC's iShares Short Treasury Bond ETF Holding Summary

As of 2025-06-30, SWEENEY & MICHEL, LLC held 18,368.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $2.02 Mil. This investment constitutes 0.72% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.

The initial trade took place in 2025Q1. And since then SWEENEY & MICHEL, LLC has made 2 purchases of SHV, at an average price of $110.27, for a total of 18,368.00 shares. Based on historical transaction data and SHV's current price of $110.30, SWEENEY & MICHEL, LLC's estimated gain on his SHV holdings is $488.63, reflecting a 0.02% gain to date.

SWEENEY & MICHEL, LLC SHV ($110.30) Holding Chart

SWEENEY & MICHEL, 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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