UDINE WEALTH MANAGEMENT, INC. SHV Holdings History
UDINE WEALTH MANAGEMENT, INC.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, UDINE WEALTH MANAGEMENT, INC. held 107,750.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $11.90 Mil. This investment constitutes 7.96% of their stock portfolio, and UDINE WEALTH MANAGEMENT, INC. now holds 0.06% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q2. And since then UDINE WEALTH MANAGEMENT, INC. has made 2 purchases of SHV, at an average price of $109.45, for a total of 114,750.00 shares. In addition, there have been 2 sales at an average price of $110.27 for 7,000.00 shares. Based on historical transaction data and SHV's current price of $110.18, UDINE WEALTH MANAGEMENT, INC.'s estimated gain on his SHV holdings is $84,258.75, reflecting a 0.67% gain to date.
UDINE WEALTH MANAGEMENT, INC. SHV ($110.18) Holding Chart
UDINE WEALTH MANAGEMENT, INC. SHV ($110.18) 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
