WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SHV Holdings History
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-06-30, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 51,273.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $5.66 Mil. This investment constitutes 1.05% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.03% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q3. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 8 purchases of SHV, at an average price of $110.28, for a total of 51,273.00 shares. Based on historical transaction data and SHV's current price of $110.33, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his SHV holdings is $2,802.40, reflecting a 0.05% gain to date.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SHV ($110.33) Holding Chart
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 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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