Integer Wealth Advisors Group LLC SHY Holdings History
Integer Wealth Advisors Group LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2021-03-31, Integer Wealth Advisors Group LLC held 108,730.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $9.38 Mil. This investment constitutes 5.16% of their stock portfolio, and Integer Wealth Advisors Group LLC now holds 0.04% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2020Q3. And since then Integer Wealth Advisors Group LLC has made 3 purchases of SHY, at an average price of $86.34, for a total of 108,730.00 shares. Based on historical transaction data and SHY's current price of $82.53, Integer Wealth Advisors Group LLC's estimated gain on his SHY holdings is $-414,613.87, reflecting a -4.42% gain to date.
Integer Wealth Advisors Group LLC SHY ($82.53) Holding Chart
Integer Wealth Advisors 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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