GRAYBILL WEALTH MANAGEMENT, LTD. SHY Holdings History
GRAYBILL WEALTH MANAGEMENT, LTD.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, GRAYBILL WEALTH MANAGEMENT, LTD. held 101,599.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $8.41 Mil. This investment constitutes 2.88% of their stock portfolio, and GRAYBILL WEALTH MANAGEMENT, LTD. now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2020Q2. And since then GRAYBILL WEALTH MANAGEMENT, LTD. has made 13 purchases of SHY, at an average price of $85.62, for a total of 113,274.00 shares. In addition, there have been 6 sales at an average price of $81.56 for 11,675.00 shares. Based on historical transaction data and SHY's current price of $82.45, GRAYBILL WEALTH MANAGEMENT, LTD.'s estimated gain on his SHY holdings is $-369,244.38, reflecting a -3.81% gain to date.
GRAYBILL WEALTH MANAGEMENT, LTD. SHY ($82.45) Holding Chart
GRAYBILL WEALTH MANAGEMENT, LTD. SHY ($82.45) 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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