Walker Financial Services, Inc. SHV Holdings History
Walker Financial Services, Inc.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-06-30, Walker Financial Services, Inc. held 25,238.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $2.79 Mil. This investment constitutes 1.27% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.01% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2022Q4. And since then Walker Financial Services, Inc. has made 2 purchases of SHV, at an average price of $109.85, for a total of 29,638.00 shares. In addition, there have been 4 sales at an average price of $110.20 for 4,400.00 shares. Based on historical transaction data and SHV's current price of $110.30, Walker Financial Services, Inc.'s estimated gain on his SHV holdings is $12,897.01, reflecting a 0.40% gain to date.
Walker Financial Services, Inc. SHV ($110.30) Holding Chart
Walker Financial Services, Inc. SHV ($110.30) 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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