Retirement Group, LLC SHY Holdings History
Retirement Group, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2024-03-31, Retirement Group, LLC held 135,774.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $11.10 Mil. This investment constitutes 3.98% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 9 purchases of SHY, at an average price of $81.76, for a total of 178,963.00 shares. In addition, there have been 4 sales at an average price of $82.96 for 43,189.00 shares. Based on historical transaction data and SHY's current price of $82.45, Retirement Group, LLC's estimated gain on his SHY holdings is $146,032.94, reflecting a 1.00% gain to date.
Retirement Group, LLC SHY ($82.45) Holding Chart
Retirement Group, LLC SHY ($82.45) 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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