LEUTHOLD GROUP, LLC SHY Holdings History

Number of Shares
165,860.00
Current Holdings Value*
$13.72 Mil
% of Portfolio
1.78%
Total Estimate Gain
$49,300.10
% of Total Estimate Gain
0.25%

LEUTHOLD GROUP, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, LEUTHOLD GROUP, LLC held 165,860.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $13.72 Mil. This investment constitutes 1.78% of their stock portfolio, and LEUTHOLD GROUP, LLC now holds 0.06% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2018Q4. And since then LEUTHOLD GROUP, LLC has made 14 purchases of SHY, at an average price of $82.44, for a total of 239,542.00 shares. In addition, there have been 8 sales at an average price of $82.88 for 73,682.00 shares. Based on historical transaction data and SHY's current price of $82.55, LEUTHOLD GROUP, LLC's estimated gain on his SHY holdings is $49,300.10, reflecting a 0.25% gain to date.

LEUTHOLD GROUP, LLC SHY ($82.55) Holding Chart

LEUTHOLD GROUP, LLC SHY ($82.55) 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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