Flagship Private Wealth, LLC SHY Holdings History
Flagship Private Wealth, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 73,274.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.06 Mil. This investment constitutes 2.89% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2020Q4. And since then Flagship Private Wealth, LLC has made 6 purchases of SHY, at an average price of $83.00, for a total of 113,610.00 shares. In addition, there have been 11 sales at an average price of $82.21 for 40,336.00 shares. Based on historical transaction data and SHY's current price of $82.53, Flagship Private Wealth, LLC's estimated gain on his SHY holdings is $-66,174.32, reflecting a -0.70% gain to date.
Flagship Private Wealth, LLC SHY ($82.53) Holding Chart
Flagship Private Wealth, 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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