WEALTH ALLIANCE, LLC SHV Holdings History
WEALTH ALLIANCE, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 80,853.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $8.93 Mil. This investment constitutes 1.08% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.04% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2019Q4. And since then WEALTH ALLIANCE, LLC has made 9 purchases of SHV, at an average price of $109.98, for a total of 244,138.00 shares. In addition, there have been 12 sales at an average price of $110.20 for 163,285.00 shares. Based on historical transaction data and SHV's current price of $110.33, WEALTH ALLIANCE, LLC's estimated gain on his SHV holdings is $64,066.43, reflecting a 0.24% gain to date.
WEALTH ALLIANCE, LLC SHV ($110.33) Holding Chart
WEALTH ALLIANCE, LLC SHV ($110.33) 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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