ATWOOD & PALMER INC SHY Holdings History
ATWOOD & PALMER INC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, ATWOOD & PALMER INC held 660,278.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $54.71 Mil. This investment constitutes 3.42% of their stock portfolio, and ATWOOD & PALMER INC now holds 0.23% 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 13 purchases of SHY, at an average price of $81.74, for a total of 661,520.00 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 $82.46, ATWOOD & PALMER INC's estimated gain on his SHY holdings is $472,421.12, reflecting a 0.87% gain to date.
ATWOOD & PALMER INC SHY ($82.46) Holding Chart
ATWOOD & PALMER INC SHY ($82.46) 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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