Accurate Wealth Management, LLC SHY Holdings History
Accurate Wealth Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 58,283.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $4.80 Mil. This investment constitutes 0.92% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0.02% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q1. And since then Accurate Wealth Management, LLC has made 3 purchases of SHY, at an average price of $83.54, for a total of 235,768.00 shares. In addition, there have been 4 sales at an average price of $81.14 for 177,485.00 shares. Based on historical transaction data and SHY's current price of $82.45, Accurate Wealth Management, LLC's estimated gain on his SHY holdings is $-491,310.57, reflecting a -2.49% gain to date.
Accurate Wealth Management, LLC SHY ($82.45) Holding Chart
Accurate Wealth Management, LLC SHY ($82.45) 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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