B. Riley Wealth Management, Inc. SHY Holdings History
B. Riley Wealth Management, Inc.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2022-06-30, B. Riley Wealth Management, Inc. held 89,655.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.88 Bil. This investment constitutes 8.05% of their stock portfolio, and B. Riley Wealth Management, Inc. now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2014Q1. And since then B. Riley Wealth Management, Inc. has made 12 purchases of SHY, at an average price of $83.95, for a total of 175,054.00 shares. In addition, there have been 7 sales at an average price of $85.68 for 85,399.00 shares. Based on historical transaction data and SHY's current price of $82.58, B. Riley Wealth Management, Inc.'s estimated gain on his SHY holdings is $24,015.53, reflecting a 0.16% gain to date.
B. Riley Wealth Management, Inc. SHY ($82.58) Holding Chart
B. Riley Wealth Management, Inc. SHY ($82.58) 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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