Whalen Wealth Management Inc. SHV Holdings History
Whalen Wealth Management Inc.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 91,201.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $10.07 Mil. This investment constitutes 6.72% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.05% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q4. And since then Whalen Wealth Management Inc. has made 3 purchases of SHV, at an average price of $110.26, for a total of 426,050.00 shares. In addition, there have been 2 sales at an average price of $110.28 for 334,849.00 shares. Based on historical transaction data and SHV's current price of $110.33, Whalen Wealth Management Inc.'s estimated gain on his SHV holdings is $14,503.75, reflecting a 0.03% gain to date.
Whalen Wealth Management Inc. SHV ($110.33) Holding Chart
Whalen 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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