Curi RMB Capital, LLC SHY Holdings History

Number of Shares
492,509.00
Current Holdings Value*
$40.75 Mil
% of Portfolio
1%
Total Estimate Gain
$389,692.63
% of Total Estimate Gain
0.61%

Curi RMB Capital, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Curi RMB Capital, LLC held 492,509.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $40.75 Mil. This investment constitutes 1% of their stock portfolio, and Curi RMB Capital, LLC now holds 0.17% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2024Q1. And since then Curi RMB Capital, LLC has made 3 purchases of SHY, at an average price of $81.85, for a total of 783,958.00 shares. In addition, there have been 2 sales at an average price of $82.24 for 291,449.00 shares. Based on historical transaction data and SHY's current price of $82.41, Curi RMB Capital, LLC's estimated gain on his SHY holdings is $389,692.63, reflecting a 0.61% gain to date.

Curi RMB Capital, LLC SHY ($82.41) Holding Chart

Curi RMB Capital, LLC 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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