Clarity Financial LLC SHY Holdings History

Number of Shares
637,040.00
Current Holdings Value*
$52.79 Mil
% of Portfolio
5.68%
Total Estimate Gain
$629,501.74
% of Total Estimate Gain
0.38%

Clarity Financial LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Clarity Financial LLC held 637,040.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $52.79 Mil. This investment constitutes 5.68% of their stock portfolio, and Clarity Financial LLC now holds 0.22% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2021Q1. And since then Clarity Financial LLC has made 8 purchases of SHY, at an average price of $83.61, for a total of 1.99 Mil shares. In addition, there have been 10 sales at an average price of $84.55 for 1.36 Mil shares. Based on historical transaction data and SHY's current price of $82.59, Clarity Financial LLC's estimated gain on his SHY holdings is $629,501.74, reflecting a 0.38% gain to date.

Clarity Financial LLC SHY ($82.59) Holding Chart

Clarity Financial LLC SHY ($82.59) 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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