TFC Financial Management, Inc. SHY Holdings History
TFC Financial Management, Inc.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, TFC Financial Management, Inc. held 880,742.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $72.86 Mil. This investment constitutes 11.15% of their stock portfolio, and TFC Financial Management, Inc. now holds 0.3% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2023Q2. And since then TFC Financial Management, Inc. has made 7 purchases of SHY, at an average price of $82.35, for a total of 880,942.00 shares. In addition, there have been 1 sales at an average price of $80.98 for 200.00 shares. Based on historical transaction data and SHY's current price of $82.53, TFC Financial Management, Inc.'s estimated gain on his SHY holdings is $159,243.22, reflecting a 0.22% gain to date.
TFC Financial Management, Inc. SHY ($82.53) Holding Chart
TFC Financial Management, Inc. 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 % | |||
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