CAPTRUST FINANCIAL ADVISORS SHY Holdings History
CAPTRUST FINANCIAL ADVISORS's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 10.24 Mil shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $847.21 Mil. This investment constitutes 2.13% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 3.48% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2014Q1. And since then CAPTRUST FINANCIAL ADVISORS has made 24 purchases of SHY, at an average price of $83.06, for a total of 13.42 Mil shares. In addition, there have been 9 sales at an average price of $80.88 for 3.17 Mil shares. Based on historical transaction data and SHY's current price of $82.46, CAPTRUST FINANCIAL ADVISORS's estimated gain on his SHY holdings is $-13.09 Mil, reflecting a -1.17% gain to date.
CAPTRUST FINANCIAL ADVISORS SHY ($82.46) Holding Chart
CAPTRUST FINANCIAL ADVISORS SHY ($82.46) 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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