Custom Portfolio Group LLC SHY Holdings History
Custom Portfolio Group LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 2,677.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $218,580.00. This investment constitutes 0.2% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2023Q4. In addition, there have been 1 sales at an average price of $81.36 for 2,408.00 shares. Based on historical transaction data and SHY's current price of $82.39, Custom Portfolio Group LLC's estimated gain on his SHY holdings is $3,113.26, reflecting a 0.75% gain to date.
Custom Portfolio Group LLC SHY ($82.39) Holding Chart
Custom Portfolio Group LLC SHY ($82.39) 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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