Kooman & Associates SHY Holdings History

Number of Shares
74,732.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
2.09%
Total Estimate Gain
$114,644.07
% of Total Estimate Gain
1.58%

Kooman & Associates's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Kooman & Associates held 74,732.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.19 Mil. This investment constitutes 2.09% of their stock portfolio, and Kooman & Associates now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2022Q4. And since then Kooman & Associates has made 3 purchases of SHY, at an average price of $81.18, for a total of 89,380.00 shares. In addition, there have been 7 sales at an average price of $81.92 for 14,648.00 shares. Based on historical transaction data and SHY's current price of $82.57, Kooman & Associates's estimated gain on his SHY holdings is $114,644.07, reflecting a 1.58% gain to date.

Kooman & Associates SHY ($82.57) Holding Chart

Kooman & Associates SHY ($82.57) 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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