Meridian Wealth Management, LLC SHY Holdings History
Meridian Wealth Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Meridian Wealth Management, LLC held 14,191.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.17 Mil. This investment constitutes 0.06% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2023Q4. And since then Meridian Wealth Management, LLC has made 3 purchases of SHY, at an average price of $82.00, for a total of 66,813.00 shares. In addition, there have been 3 sales at an average price of $81.89 for 52,622.00 shares. Based on historical transaction data and SHY's current price of $82.58, Meridian Wealth Management, LLC's estimated gain on his SHY holdings is $2,451.76, reflecting a 0.04% gain to date.
Meridian Wealth Management, LLC SHY ($82.58) Holding Chart
Meridian Wealth Management, LLC SHY ($82.58) 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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