Marks Wealth, LLC SHY Holdings History
Marks Wealth, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Marks Wealth, LLC held 429,648.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $35.54 Mil. This investment constitutes 13.05% of their stock portfolio, and Marks Wealth, LLC now holds 0.15% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q3. And since then Marks Wealth, LLC has made 2 purchases of SHY, at an average price of $82.17, for a total of 833,912.00 shares. In addition, there have been 2 sales at an average price of $80.92 for 404,264.00 shares. Based on historical transaction data and SHY's current price of $82.38, Marks Wealth, LLC's estimated gain on his SHY holdings is $-414,242.88, reflecting a -0.60% gain to date.
Marks Wealth, LLC SHY ($82.38) Holding Chart
Marks Wealth, LLC SHY ($82.38) 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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