StrongBox Wealth, LLC SHY Holdings History
StrongBox Wealth, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, StrongBox Wealth, LLC held 141,855.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $11.75 Mil. This investment constitutes 4.46% of their stock portfolio, and StrongBox Wealth, LLC now holds 0.05% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q2. And since then StrongBox Wealth, LLC has made 12 purchases of SHY, at an average price of $82.22, for a total of 142,738.00 shares. In addition, there have been 1 sales at an average price of $81.37 for 883.00 shares. Based on historical transaction data and SHY's current price of $82.46, StrongBox Wealth, LLC's estimated gain on his SHY holdings is $32,990.31, reflecting a 0.28% gain to date.
StrongBox Wealth, LLC SHY ($82.46) Holding Chart
StrongBox Wealth, LLC SHY ($82.46) 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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