SYNTAX RESEARCH, INC. SHY Holdings History

Number of Shares
82,516.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
4.86%
Total Estimate Gain
$233,699.52
% of Total Estimate Gain
1.72%

SYNTAX RESEARCH, INC.'s iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, SYNTAX RESEARCH, INC. held 82,516.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.84 Mil. This investment constitutes 4.86% of their stock portfolio, and SYNTAX RESEARCH, INC. now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2023Q3. And since then SYNTAX RESEARCH, INC. has made 2 purchases of SHY, at an average price of $81.09, for a total of 167,494.00 shares. In addition, there have been 5 sales at an average price of $82.39 for 84,978.00 shares. Based on historical transaction data and SHY's current price of $82.57, SYNTAX RESEARCH, INC.'s estimated gain on his SHY holdings is $233,699.52, reflecting a 1.72% gain to date.

SYNTAX RESEARCH, INC. SHY ($82.57) Holding Chart

SYNTAX RESEARCH, INC. SHY ($82.57) 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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