Cascadia Advisory Services, LLC SHY Holdings History
Cascadia Advisory Services, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2021-09-30, Cascadia Advisory Services, LLC held 125,751.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $10.83 Mil. This investment constitutes 2.23% of their stock portfolio, and Cascadia Advisory Services, LLC now holds 0.05% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2020Q2. And since then Cascadia Advisory Services, LLC has made 3 purchases of SHY, at an average price of $86.25, for a total of 231,580.00 shares. In addition, there have been 2 sales at an average price of $86.24 for 105,829.00 shares. Based on historical transaction data and SHY's current price of $82.49, Cascadia Advisory Services, LLC's estimated gain on his SHY holdings is $-475,092.73, reflecting a -2.38% gain to date.
Cascadia Advisory Services, LLC SHY ($82.49) Holding Chart
Cascadia Advisory Services, LLC 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 % | |||
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