Koa Wealth Management, LLC SHY Holdings History
Koa Wealth Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 58,136.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $4.81 Mil. This investment constitutes 3.88% of their stock portfolio, and Koa Wealth Management, LLC now holds 0.02% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 4 purchases of SHY, at an average price of $81.40, for a total of 59,287.00 shares. In addition, there have been 1 sales at an average price of $82.24 for 1,151.00 shares. Based on historical transaction data and SHY's current price of $82.60, Koa Wealth Management, LLC's estimated gain on his SHY holdings is $70,175.92, reflecting a 1.45% gain to date.
Koa Wealth Management, LLC SHY ($82.60) Holding Chart
Koa Wealth Management, LLC SHY ($82.60) 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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