Ted Buchan & Co SHY Holdings History

Number of Shares
137,560.00
Current Holdings Value*
$11.38 Mil
% of Portfolio
5.38%
Total Estimate Gain
$160,249.98
% of Total Estimate Gain
1.28%

Ted Buchan & Co's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Ted Buchan & Co held 137,560.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $11.38 Mil. This investment constitutes 5.38% of their stock portfolio, and Ted Buchan & Co now holds 0.05% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2022Q4. And since then Ted Buchan & Co has made 3 purchases of SHY, at an average price of $81.40, for a total of 153,404.00 shares. In addition, there have been 4 sales at an average price of $81.70 for 15,844.00 shares. Based on historical transaction data and SHY's current price of $82.53, Ted Buchan & Co's estimated gain on his SHY holdings is $160,249.98, reflecting a 1.28% gain to date.

Ted Buchan & Co SHY ($82.53) Holding Chart

Ted Buchan & Co 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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