Bartlett & Co. LLC SHY Holdings History

Number of Shares
145,167.00
Current Holdings Value*
$11.90 Mil
% of Portfolio
0.19%
Total Estimate Gain
$160,109.99
% of Total Estimate Gain
1.34%

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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