SevenBridge Financial Group, LLC SHY Holdings History
SevenBridge Financial Group, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, SevenBridge Financial Group, LLC held 114,565.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $9.43 Mil. This investment constitutes 1.86% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0.04% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2019Q3. And since then SevenBridge Financial Group, LLC has made 8 purchases of SHY, at an average price of $82.52, for a total of 203,804.00 shares. In addition, there have been 16 sales at an average price of $82.51 for 89,239.00 shares. Based on historical transaction data and SHY's current price of $82.38, SevenBridge Financial Group, LLC's estimated gain on his SHY holdings is $-17,151.71, reflecting a -0.10% gain to date.
SevenBridge Financial Group, LLC SHY ($82.38) Holding Chart
SevenBridge Financial Group, LLC SHY ($82.38) 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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