FORTEM FINANCIAL GROUP, LLC SHY Holdings History
FORTEM FINANCIAL GROUP, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 61,369.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $5.08 Mil. This investment constitutes 1.98% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0.02% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2023Q1. And since then FORTEM FINANCIAL GROUP, LLC has made 7 purchases of SHY, at an average price of $81.26, for a total of 106,268.00 shares. In addition, there have been 3 sales at an average price of $82.31 for 44,899.00 shares. Based on historical transaction data and SHY's current price of $82.53, FORTEM FINANCIAL GROUP, LLC's estimated gain on his SHY holdings is $125,117.84, reflecting a 1.45% gain to date.
FORTEM FINANCIAL GROUP, LLC SHY ($82.53) Holding Chart
FORTEM FINANCIAL GROUP, 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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