Hughes Financial Services, LLC SHY Holdings History
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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