Latko Wealth Management, Ltd. SHY Holdings History
Latko Wealth Management, Ltd.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 12,943.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.07 Mil. This investment constitutes 0.69% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q3. And since then Latko Wealth Management, Ltd. has made 2 purchases of SHY, at an average price of $82.36, for a total of 12,943.00 shares. Based on historical transaction data and SHY's current price of $82.50, Latko Wealth Management, Ltd.'s estimated gain on his SHY holdings is $1,803.62, reflecting a 0.17% gain to date.
Latko Wealth Management, Ltd. SHY ($82.50) Holding Chart
Latko Wealth Management, Ltd. SHY ($82.50) 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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