Buttonwood Financial Advisors Inc. SHY Holdings History
Buttonwood Financial Advisors Inc.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Buttonwood Financial Advisors Inc. held 73,622.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.09 Mil. This investment constitutes 2.68% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2021Q4. And since then Buttonwood Financial Advisors Inc. has made 12 purchases of SHY, at an average price of $82.92, for a total of 73,949.00 shares. In addition, there have been 1 sales at an average price of $82.83 for 327.00 shares. Based on historical transaction data and SHY's current price of $82.39, Buttonwood Financial Advisors Inc.'s estimated gain on his SHY holdings is $-39,097.76, reflecting a -0.64% gain to date.
Buttonwood Financial Advisors Inc. SHY ($82.39) Holding Chart
Buttonwood Financial Advisors Inc. SHY ($82.39) 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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