Number of Shares
23,534.00
Current Holdings Value*
$1.91 Mil
% of Portfolio
0.08%
Total Estimate Gain
$26,709.97
% of Total Estimate Gain
0.31%

ADVISOR PARTNERS II, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2023-09-30, ADVISOR PARTNERS II, LLC held 23,534.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.91 Mil. This investment constitutes 0.08% of their stock portfolio, and ADVISOR PARTNERS II, LLC now holds 0.01% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2022Q4. And since then ADVISOR PARTNERS II, LLC has made 2 purchases of SHY, at an average price of $81.07, for a total of 106,051.00 shares. In addition, there have been 2 sales at an average price of $80.98 for 82,517.00 shares. Based on historical transaction data and SHY's current price of $82.54, ADVISOR PARTNERS II, LLC's estimated gain on his SHY holdings is $26,709.97, reflecting a 0.31% gain to date.

ADVISOR PARTNERS II, LLC SHY ($82.54) Holding Chart

ADVISOR PARTNERS II, LLC SHY ($82.54) 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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