Bright Futures Wealth Management, LLC. SHY Holdings History
Bright Futures Wealth Management, LLC.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Bright Futures Wealth Management, LLC. held 28,321.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $2.34 Mil. This investment constitutes 2.57% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0.01% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q1. And since then Bright Futures Wealth Management, LLC. has made 2 purchases of SHY, at an average price of $81.84, for a total of 32,677.00 shares. In addition, there have been 2 sales at an average price of $82.23 for 4,356.00 shares. Based on historical transaction data and SHY's current price of $82.53, Bright Futures Wealth Management, LLC.'s estimated gain on his SHY holdings is $21,379.57, reflecting a 0.80% gain to date.
Bright Futures Wealth Management, LLC. SHY ($82.53) Holding Chart
Bright Futures Wealth Management, LLC. SHY ($82.53) 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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