Divergent Planning, LLC SHY Holdings History
Divergent Planning, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Divergent Planning, LLC held 141,855.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $11.75 Mil. This investment constitutes 4.46% of their stock portfolio, and Divergent Planning, LLC now holds 0.05% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2025Q2. And since then Divergent Planning, LLC has made 1 purchases of SHY, at an average price of $82.56, for a total of 141,855.00 shares. Based on historical transaction data and SHY's current price of $82.64, Divergent Planning, LLC's estimated gain on his SHY holdings is $11,348.40, reflecting a 0.10% gain to date.
Divergent Planning, LLC SHY ($82.64) Holding Chart
Divergent Planning, LLC SHY ($82.64) 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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