BBJS FINANCIAL ADVISORS, LLC SHY Holdings History
BBJS FINANCIAL ADVISORS, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 98,570.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $8.20 Mil. This investment constitutes 2.92% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.04% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2023Q3. And since then BBJS FINANCIAL ADVISORS, LLC has made 5 purchases of SHY, at an average price of $81.12, for a total of 98,570.00 shares. Based on historical transaction data and SHY's current price of $82.68, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his SHY holdings is $153,607.36, reflecting a 1.92% gain to date.
BBJS FINANCIAL ADVISORS, LLC SHY ($82.68) Holding Chart
BBJS FINANCIAL ADVISORS, LLC SHY ($82.68) 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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