Number of Shares
74,732.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
2.09%
Total Estimate Gain
$-6,394.55
% of Total Estimate Gain
-0.10%

Abacus Planning Group, Inc.'s iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Abacus Planning Group, Inc. held 74,732.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.19 Mil. This investment constitutes 2.09% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2022Q3. And since then Abacus Planning Group, Inc. has made 3 purchases of SHY, at an average price of $82.53, for a total of 79,987.00 shares. In addition, there have been 4 sales at an average price of $81.28 for 5,255.00 shares. Based on historical transaction data and SHY's current price of $82.53, Abacus Planning Group, Inc.'s estimated gain on his SHY holdings is $-6,394.55, reflecting a -0.10% gain to date.

Abacus Planning Group, Inc. SHY ($82.53) Holding Chart

Abacus Planning Group, Inc. SHY ($82.53) 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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