MORRIS FINANCIAL CONCEPTS, INC. SHY Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 100,673.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $8.33 Mil. This investment constitutes 3.49% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 11 purchases of SHY, at an average price of $81.34, for a total of 103,738.00 shares. In addition, there have been 2 sales at an average price of $81.62 for 3,065.00 shares. Based on historical transaction data and SHY's current price of $82.54, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his SHY holdings is $121,742.45, reflecting a 1.44% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. SHY ($82.54) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. SHY ($82.54) 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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