Sequent Planning LLC SHY Holdings History
Sequent Planning LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Sequent Planning LLC held 65,808.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $5.44 Mil. This investment constitutes 1.96% of their stock portfolio, and Sequent Planning LLC now holds 0.02% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q1. And since then Sequent Planning LLC has made 1 purchases of SHY, at an average price of $81.87, for a total of 81,719.00 shares. In addition, there have been 3 sales at an average price of $82.37 for 15,911.00 shares. Based on historical transaction data and SHY's current price of $82.51, Sequent Planning LLC's estimated gain on his SHY holdings is $49,865.22, reflecting a 0.75% gain to date.
Sequent Planning LLC SHY ($82.51) Holding Chart
Sequent Planning LLC SHY ($82.51) 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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