Number of Shares
811,256.00
Current Holdings Value*
$67.12 Mil
% of Portfolio
3.62%
Total Estimate Gain
$-327,937.04
% of Total Estimate Gain
-0.39%

GM Advisory Group, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, GM Advisory Group, LLC held 811,256.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $67.12 Mil. This investment constitutes 3.62% of their stock portfolio, and GM Advisory Group, LLC now holds 0.28% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2019Q3. And since then GM Advisory Group, LLC has made 9 purchases of SHY, at an average price of $82.62, for a total of 1.03 Mil shares. In addition, there have been 6 sales at an average price of $81.41 for 214,723.00 shares. Based on historical transaction data and SHY's current price of $82.53, GM Advisory Group, LLC's estimated gain on his SHY holdings is $-327,937.04, reflecting a -0.39% gain to date.

GM Advisory Group, LLC SHY ($82.53) Holding Chart

GM Advisory 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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