Lake Hills Wealth Management, LLC SHY Holdings History
Lake Hills Wealth Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held 156,803.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $12.99 Mil. This investment constitutes 7.44% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0.05% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2021Q4. And since then Lake Hills Wealth Management, LLC has made 9 purchases of SHY, at an average price of $82.42, for a total of 647,692.00 shares. In addition, there have been 5 sales at an average price of $81.93 for 490,889.00 shares. Based on historical transaction data and SHY's current price of $82.57, Lake Hills Wealth Management, LLC's estimated gain on his SHY holdings is $-213,653.56, reflecting a -0.40% gain to date.
Lake Hills Wealth Management, LLC SHY ($82.57) Holding Chart
Lake Hills Wealth Management, LLC 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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