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 %

Top Ranked Articles

  • 1