Number of Shares
153,940.00
Current Holdings Value*
$12.70 Mil
% of Portfolio
2.48%
Total Estimate Gain
$53,031.28
% of Total Estimate Gain
0.31%

Hughes Financial Services, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Hughes Financial Services, LLC held 153,940.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $12.70 Mil. This investment constitutes 2.48% of their stock portfolio, and Hughes Financial Services, LLC now holds 0.05% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $82.24 for 55,777.00 shares. Based on historical transaction data and SHY's current price of $82.53, Hughes Financial Services, LLC's estimated gain on his SHY holdings is $53,031.28, reflecting a 0.31% gain to date.

Hughes Financial Services, LLC SHY ($82.53) Holding Chart

Hughes Financial Services, 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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