Bartlett & Co. LLC SHY Holdings History
Bartlett & Co. LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2023-12-31, Bartlett & Co. LLC held 145,167.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $11.90 Mil. This investment constitutes 0.19% of their stock portfolio, and Bartlett & Co. LLC now holds 0.04% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2013Q4. And since then Bartlett & Co. LLC has made 7 purchases of SHY, at an average price of $81.40, for a total of 146,909.00 shares. In addition, there have been 6 sales at an average price of $82.32 for 1,742.00 shares. Based on historical transaction data and SHY's current price of $82.49, Bartlett & Co. LLC's estimated gain on his SHY holdings is $160,109.99, reflecting a 1.34% gain to date.
Bartlett & Co. LLC SHY ($82.49) Holding Chart
Bartlett & Co. LLC SHY ($82.49) 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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