CBM Financial, LLC SHY Holdings History
Number of Shares
47,815.00
Current Holdings Value*
$3.94 Mil
% of Portfolio
3.2%
Total Estimate Gain
$10,997.45
% of Total Estimate Gain
0.28%
CBM Financial, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 47,815.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $3.94 Mil. This investment constitutes 3.2% of their stock portfolio, and CBM Financial, LLC now holds 0.02% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SHY's current price of $82.47, CBM Financial, LLC's estimated gain on his SHY holdings is $10,997.45, reflecting a 0.28% gain to date.
CBM Financial, LLC SHY ($82.47) Holding Chart
CBM Financial, LLC SHY ($82.47) 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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