Eley Financial Management, Inc SHY Holdings History
Eley Financial Management, Inc's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Eley Financial Management, Inc held 91,233.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $7.52 Mil. This investment constitutes 3.02% of their stock portfolio, and Eley Financial Management, Inc now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 4 purchases of SHY, at an average price of $80.64, for a total of 136,937.00 shares. In addition, there have been 4 sales at an average price of $81.31 for 45,704.00 shares. Based on historical transaction data and SHY's current price of $82.53, Eley Financial Management, Inc's estimated gain on his SHY holdings is $203,226.29, reflecting a 1.84% gain to date.
Eley Financial Management, Inc SHY ($82.53) Holding Chart
Eley Financial Management, Inc 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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