TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC SHV Holdings History
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 23,800.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $2.63 Mil. This investment constitutes 1.97% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2021Q4. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 4 purchases of SHV, at an average price of $109.98, for a total of 153,034.00 shares. In addition, there have been 3 sales at an average price of $109.69 for 129,234.00 shares. Based on historical transaction data and SHV's current price of $110.15, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his SHV holdings is $-33,426.04, reflecting a -0.20% gain to date.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC SHV ($110.15) Holding Chart
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC SHV ($110.15) 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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