BEARING POINT CAPITAL, LLC SHY Holdings History
Number of Shares
79,540.00
Current Holdings Value*
$6.58 Mil
% of Portfolio
1.4%
Total Estimate Gain
$25,563.56
% of Total Estimate Gain
0.25%
BEARING POINT CAPITAL, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, BEARING POINT CAPITAL, LLC held 79,540.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.58 Mil. This investment constitutes 1.4% of their stock portfolio, and BEARING POINT CAPITAL, LLC now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $82.24 for 42,539.00 shares. Based on historical transaction data and SHY's current price of $82.50, BEARING POINT CAPITAL, LLC's estimated gain on his SHY holdings is $25,563.56, reflecting a 0.25% gain to date.
BEARING POINT CAPITAL, LLC SHY ($82.50) Holding Chart
BEARING POINT CAPITAL, LLC SHY ($82.50) 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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