FUTURE YOU WEALTH LLC SHY Holdings History
Number of Shares
97,635.00
Current Holdings Value*
$8.08 Mil
% of Portfolio
5.17%
Total Estimate Gain
$34,513.97
% of Total Estimate Gain
0.43%
FUTURE YOU WEALTH LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 97,635.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $8.08 Mil. This investment constitutes 5.17% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of SHY, at an average price of $82.24, for a total of 97,635.00 shares. Based on historical transaction data and SHY's current price of $82.59, FUTURE YOU WEALTH LLC's estimated gain on his SHY holdings is $34,513.97, reflecting a 0.43% gain to date.
FUTURE YOU WEALTH LLC SHY ($82.59) Holding Chart
FUTURE YOU WEALTH LLC SHY ($82.59) 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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