Cascade Financial Partners, LLC SHY Holdings History
Cascade Financial Partners, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 92,769.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $7.67 Mil. This investment constitutes 0.97% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 4 purchases of SHY, at an average price of $81.95, for a total of 92,769.00 shares. Based on historical transaction data and SHY's current price of $82.57, Cascade Financial Partners, LLC's estimated gain on his SHY holdings is $57,904.91, reflecting a 0.76% gain to date.
Cascade Financial Partners, LLC SHY ($82.57) Holding Chart
Cascade Financial Partners, LLC SHY ($82.57) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
