BEACON FINANCIAL GROUP SHY Holdings History
BEACON FINANCIAL GROUP's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL GROUP held 108,575.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $9.00 Mil. This investment constitutes 0.94% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.04% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2014Q1. And since then BEACON FINANCIAL GROUP has made 6 purchases of SHY, at an average price of $83.35, for a total of 182,614.00 shares. In addition, there have been 5 sales at an average price of $84.34 for 74,039.00 shares. Based on historical transaction data and SHY's current price of $82.53, BEACON FINANCIAL GROUP's estimated gain on his SHY holdings is $-16,239.05, reflecting a -0.11% gain to date.
BEACON FINANCIAL GROUP SHY ($82.53) Holding Chart
BEACON FINANCIAL GROUP 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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