Fiduciary Group, LLC SHY Holdings History
Fiduciary Group, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Fiduciary Group, LLC held 376,789.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $31.17 Mil. This investment constitutes 3.12% of their stock portfolio, and Fiduciary Group, LLC now holds 0.13% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q1. And since then Fiduciary Group, LLC has made 7 purchases of SHY, at an average price of $82.70, for a total of 576,769.00 shares. In addition, there have been 6 sales at an average price of $81.83 for 199,980.00 shares. Based on historical transaction data and SHY's current price of $82.50, Fiduciary Group, LLC's estimated gain on his SHY holdings is $-249,035.59, reflecting a -0.52% gain to date.
Fiduciary Group, LLC SHY ($82.50) Holding Chart
Fiduciary Group, LLC SHY ($82.50) 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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