Independent Family Office, LLC SHY Holdings History
Independent Family Office, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Independent Family Office, LLC held 17,899.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.48 Mil. This investment constitutes 0.78% of their stock portfolio, and Independent Family Office, LLC now holds 0.01% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 7 purchases of SHY, at an average price of $85.50, for a total of 110,104.00 shares. In addition, there have been 11 sales at an average price of $84.77 for 92,205.00 shares. Based on historical transaction data and SHY's current price of $82.45, Independent Family Office, LLC's estimated gain on his SHY holdings is $-121,437.14, reflecting a -1.29% gain to date.
Independent Family Office, LLC SHY ($82.45) Holding Chart
Independent Family Office, LLC 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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