CABOT WEALTH MANAGEMENT INC SHY Holdings History
CABOT WEALTH MANAGEMENT INC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 93,600.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $7.74 Mil. This investment constitutes 0.99% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2023Q1. And since then CABOT WEALTH MANAGEMENT INC has made 6 purchases of SHY, at an average price of $81.52, for a total of 184,315.00 shares. In addition, there have been 3 sales at an average price of $81.30 for 90,715.00 shares. Based on historical transaction data and SHY's current price of $82.53, CABOT WEALTH MANAGEMENT INC's estimated gain on his SHY holdings is $73,372.01, reflecting a 0.49% gain to date.
CABOT WEALTH MANAGEMENT INC SHY ($82.53) Holding Chart
CABOT WEALTH MANAGEMENT INC 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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