CWA Asset Management Group, LLC SHY Holdings History
CWA Asset Management Group, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, CWA Asset Management Group, LLC held 394,083.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $32.65 Mil. This investment constitutes 1.38% of their stock portfolio, and CWA Asset Management Group, LLC now holds 0.14% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2018Q2. And since then CWA Asset Management Group, LLC has made 14 purchases of SHY, at an average price of $81.94, for a total of 561,885.00 shares. In addition, there have been 7 sales at an average price of $81.80 for 167,802.00 shares. Based on historical transaction data and SHY's current price of $82.53, CWA Asset Management Group, LLC's estimated gain on his SHY holdings is $208,299.90, reflecting a 0.45% gain to date.
CWA Asset Management Group, LLC SHY ($82.53) Holding Chart
CWA Asset Management Group, LLC 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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