MFA Wealth Services SHY Holdings History
Number of Shares
63,798.00
Current Holdings Value*
$5.28 Mil
% of Portfolio
4.34%
Total Estimate Gain
$16,461.80
% of Total Estimate Gain
0.31%
MFA Wealth Services's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, MFA Wealth Services held 63,798.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $5.28 Mil. This investment constitutes 4.34% of their stock portfolio, and MFA Wealth Services now holds 0.02% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q4. And since then MFA Wealth Services has made 1 purchases of SHY, at an average price of $82.20, for a total of 63,798.00 shares. Based on historical transaction data and SHY's current price of $82.46, MFA Wealth Services's estimated gain on his SHY holdings is $16,461.80, reflecting a 0.31% gain to date.
MFA Wealth Services SHY ($82.46) Holding Chart
MFA Wealth Services SHY ($82.46) 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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