ATWOOD & PALMER INC SHY Holdings History
ATWOOD & PALMER INC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, ATWOOD & PALMER INC held 560,933.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $46.41 Mil. This investment constitutes 3.22% of their stock portfolio, and ATWOOD & PALMER INC now holds 0.19% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2014Q2. And since then ATWOOD & PALMER INC has made 12 purchases of SHY, at an average price of $81.60, for a total of 562,175.00 shares. In addition, there have been 2 sales at an average price of $84.51 for 1,242.00 shares. Based on historical transaction data and SHY's current price of $82.41, ATWOOD & PALMER INC's estimated gain on his SHY holdings is $457,610.36, reflecting a 1.00% gain to date.
ATWOOD & PALMER INC SHY ($82.41) Holding Chart
ATWOOD & PALMER INC SHY ($82.41) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
