Sulzberger Capital Advisors, Inc. SHV Holdings History
Sulzberger Capital Advisors, Inc.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 203,618.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $22.49 Mil. This investment constitutes 29.56% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0.11% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2024Q4. And since then Sulzberger Capital Advisors, Inc. has made 1 purchases of SHV, at an average price of $110.29, for a total of 203,618.00 shares. Based on historical transaction data and SHV's current price of $110.31, Sulzberger Capital Advisors, Inc.'s estimated gain on his SHV holdings is $3,701.94, reflecting a 0.02% gain to date.
Sulzberger Capital Advisors, Inc. SHV ($110.31) Holding Chart
Sulzberger Capital Advisors, Inc. SHV ($110.31) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
