BEAM WEALTH ADVISORS, INC. SHY Holdings History
BEAM WEALTH ADVISORS, INC.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 235,690.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $19.50 Mil. This investment constitutes 6.58% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.08% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q4. And since then BEAM WEALTH ADVISORS, INC. has made 6 purchases of SHY, at an average price of $81.34, for a total of 363,643.00 shares. In addition, there have been 4 sales at an average price of $82.09 for 127,953.00 shares. Based on historical transaction data and SHY's current price of $82.45, BEAM WEALTH ADVISORS, INC.'s estimated gain on his SHY holdings is $355,526.59, reflecting a 1.20% gain to date.
BEAM WEALTH ADVISORS, INC. SHY ($82.45) Holding Chart
BEAM WEALTH ADVISORS, INC. SHY ($82.45) 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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