ELEMENT POINTE ADVISORS, LLC SHY Holdings History
ELEMENT POINTE ADVISORS, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, ELEMENT POINTE ADVISORS, LLC held 532,410.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $44.05 Mil. This investment constitutes 10.71% of their stock portfolio, and ELEMENT POINTE ADVISORS, LLC now holds 0.18% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2018Q4. And since then ELEMENT POINTE ADVISORS, LLC has made 5 purchases of SHY, at an average price of $80.79, for a total of 713,400.00 shares. In addition, there have been 8 sales at an average price of $81.54 for 180,990.00 shares. Based on historical transaction data and SHY's current price of $82.53, ELEMENT POINTE ADVISORS, LLC's estimated gain on his SHY holdings is $1.07 Mil, reflecting a 1.85% gain to date.
ELEMENT POINTE ADVISORS, LLC SHY ($82.53) Holding Chart
ELEMENT POINTE ADVISORS, 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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