Connectus Wealth, LLC SHY Holdings History
Connectus Wealth, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2024-03-31, Connectus Wealth, LLC held 84,108.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.88 Mil. This investment constitutes 0.19% of their stock portfolio, and Connectus Wealth, LLC now holds -% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q1. And since then Connectus Wealth, LLC has made 5 purchases of SHY, at an average price of $81.84, for a total of 630,951.00 shares. In addition, there have been 4 sales at an average price of $81.85 for 546,843.00 shares. Based on historical transaction data and SHY's current price of $82.53, Connectus Wealth, LLC's estimated gain on his SHY holdings is $66,906.45, reflecting a 0.13% gain to date.
Connectus Wealth, LLC SHY ($82.53) Holding Chart
Connectus Wealth, 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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