Number of Shares
23,292.00
Current Holdings Value*
$1.93 Mil
% of Portfolio
1.64%
Total Estimate Gain
$33,569.01
% of Total Estimate Gain
1.35%

CAMELOT TECHNOLOGY ADVISORS, INC.'s iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, CAMELOT TECHNOLOGY ADVISORS, INC. held 23,292.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.93 Mil. This investment constitutes 1.64% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.01% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2023Q4. And since then CAMELOT TECHNOLOGY ADVISORS, INC. has made 2 purchases of SHY, at an average price of $81.37, for a total of 30,572.00 shares. In addition, there have been 4 sales at an average price of $82.40 for 7,280.00 shares. Based on historical transaction data and SHY's current price of $82.49, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his SHY holdings is $33,569.01, reflecting a 1.35% gain to date.

CAMELOT TECHNOLOGY ADVISORS, INC. SHY ($82.49) Holding Chart

CAMELOT TECHNOLOGY ADVISORS, INC. 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 %

Top Ranked Articles

  • 1