TD PRIVATE CLIENT WEALTH LLC SHY Holdings History
TD PRIVATE CLIENT WEALTH LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, TD PRIVATE CLIENT WEALTH LLC held 918,698.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $76.00 Mil. This investment constitutes 2.09% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.31% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2019Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 9 purchases of SHY, at an average price of $84.20, for a total of 1.87 Mil shares. In addition, there have been 8 sales at an average price of $83.88 for 950,130.00 shares. Based on historical transaction data and SHY's current price of $82.38, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his SHY holdings is $-1.98 Mil, reflecting a -1.26% gain to date.
TD PRIVATE CLIENT WEALTH LLC SHY ($82.38) Holding Chart
TD PRIVATE CLIENT WEALTH 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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