Compass Planning Associates Inc SHY Holdings History
Compass Planning Associates Inc's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 2,403.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $198,790.00. This investment constitutes 0.2% of their stock portfolio, and Compass Planning Associates Inc now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $82.24 for 9,895.00 shares. Based on historical transaction data and SHY's current price of $82.41, Compass Planning Associates Inc's estimated gain on his SHY holdings is $900.43, reflecting a 0.09% gain to date.
Compass Planning Associates Inc SHY ($82.41) Holding Chart
Compass Planning Associates Inc SHY ($82.41) 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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