Aegis Wealth Management LLC SHY Holdings History
Aegis Wealth Management LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 14,766.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.22 Mil. This investment constitutes 0.72% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.01% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of SHY, at an average price of $82.23, for a total of 14,766.00 shares. Based on historical transaction data and SHY's current price of $82.53, Aegis Wealth Management LLC's estimated gain on his SHY holdings is $4,481.90, reflecting a 0.37% gain to date.
Aegis Wealth Management LLC SHY ($82.53) Holding Chart
Aegis Wealth Management LLC 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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