LOWERY THOMAS, LLC SHY Holdings History

Number of Shares
9,289.00
Current Holdings Value*
$768,460.00
% of Portfolio
0.53%
Total Estimate Gain
$-328,188.65
% of Total Estimate Gain
-3.98%

LOWERY THOMAS, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, LOWERY THOMAS, LLC held 9,289.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $768,460.00. This investment constitutes 0.53% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 4 purchases of SHY, at an average price of $84.82, for a total of 97,101.00 shares. In addition, there have been 4 sales at an average price of $81.34 for 87,812.00 shares. Based on historical transaction data and SHY's current price of $82.39, LOWERY THOMAS, LLC's estimated gain on his SHY holdings is $-328,188.65, reflecting a -3.98% gain to date.

LOWERY THOMAS, LLC SHY ($82.39) Holding Chart

LOWERY THOMAS, LLC SHY ($82.39) 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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