Number of Shares
67,637.00
Current Holdings Value*
$5.60 Mil
% of Portfolio
4.4%
Total Estimate Gain
$40,136.95
% of Total Estimate Gain
0.64%

Sugar Maple Asset Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Sugar Maple Asset Management, LLC held 67,637.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $5.60 Mil. This investment constitutes 4.4% of their stock portfolio, and Sugar Maple Asset Management, 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 Sugar Maple Asset Management, LLC has made 3 purchases of SHY, at an average price of $81.97, for a total of 77,016.00 shares. In addition, there have been 1 sales at an average price of $82.24 for 9,379.00 shares. Based on historical transaction data and SHY's current price of $82.53, Sugar Maple Asset Management, LLC's estimated gain on his SHY holdings is $40,136.95, reflecting a 0.64% gain to date.

Sugar Maple Asset Management, LLC SHY ($82.53) Holding Chart

Sugar Maple Asset Management, LLC 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 %

Top Ranked Articles

  • 1