Salomon & Ludwin, LLC SHY Holdings History

Number of Shares
121,258.00
Current Holdings Value*
$10.03 Mil
% of Portfolio
1.07%
Total Estimate Gain
$73,987.73
% of Total Estimate Gain
0.64%

Salomon & Ludwin, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Salomon & Ludwin, LLC held 121,258.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $10.03 Mil. This investment constitutes 1.07% of their stock portfolio, and Salomon & Ludwin, LLC now holds 0.04% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2023Q2. And since then Salomon & Ludwin, LLC has made 5 purchases of SHY, at an average price of $81.88, for a total of 140,508.00 shares. In addition, there have been 2 sales at an average price of $81.37 for 19,250.00 shares. Based on historical transaction data and SHY's current price of $82.58, Salomon & Ludwin, LLC's estimated gain on his SHY holdings is $73,987.73, reflecting a 0.64% gain to date.

Salomon & Ludwin, LLC SHY ($82.58) Holding Chart

Salomon & Ludwin, 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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