Number of Shares
441.00
Current Holdings Value*
$36,150.00
% of Portfolio
0.02%
Total Estimate Gain
$-59,357.82
% of Total Estimate Gain
-0.09%

Sanctuary Wealth Management, L.L.C.'s iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2024-12-31, Sanctuary Wealth Management, L.L.C. held 441.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $36,150.00. This investment constitutes 0.02% of their stock portfolio, and Sanctuary Wealth Management, L.L.C. now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2018Q2. And since then Sanctuary Wealth Management, L.L.C. has made 5 purchases of SHY, at an average price of $81.67, for a total of 842,481.00 shares. In addition, there have been 6 sales at an average price of $81.60 for 842,040.00 shares. Based on historical transaction data and SHY's current price of $82.53, Sanctuary Wealth Management, L.L.C.'s estimated gain on his SHY holdings is $-59,357.82, reflecting a -0.09% gain to date.

Sanctuary Wealth Management, L.L.C. SHY ($82.53) Holding Chart

Sanctuary Wealth Management, L.L.C. SHY ($82.53) 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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