Aevitas Wealth Management, Inc. SHY Holdings History
Aevitas Wealth Management, Inc.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2022-12-31, Aevitas Wealth Management, Inc. held 236,956.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $19.23 Mil. This investment constitutes 11.38% of their stock portfolio, and Aevitas Wealth Management, Inc. now holds 0.07% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q4. And since then Aevitas Wealth Management, Inc. has made 1 purchases of SHY, at an average price of $80.83, for a total of 236,956.00 shares. Based on historical transaction data and SHY's current price of $82.53, Aevitas Wealth Management, Inc.'s estimated gain on his SHY holdings is $402,825.20, reflecting a 2.10% gain to date.
Aevitas Wealth Management, Inc. SHY ($82.53) Holding Chart
Aevitas Wealth Management, 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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